Are you looking for investment advice?
Do you need a wealth management adviser?
Our advisers at Dawn Slater Wealth Management Ltd have vast experience spanning over 35 years, and we have a growing number of very happy clients, some of which have been with us since the beginning.
This is testament to the fact that our service is based on unparalleled and sound advice that works for our clients. If you are looking for an expert that can tailor a solution that will meet your exact requirements and make your money work hard for you then you are in the right place.
Our investment and wealth management experience covers the main investment and wealth management areas of:-
If you want to work with a company that is dedicated to getting you the best possible results and you want to work with a team that are friendly and professional, give us a call today on 01635 551926 to find out more or to book your completely free consultation.
We would like to say that 'Until 2004 we managed our own investments but then saw in a daily newspaper that Dawn was 2nd in a competition for the UK's best female financial advisor. She was based near us and we went for an initial meeting where we found her very straightforward and informative. She has invested since in areas far beyond our limited expertise and has increased our portfolio and managed it to our entire satisfaction. We are worry free, trust her implicitly and it was the best financial decision we ever made. We are able to keep in good contact with her and we look on her as a friend as much as an advisor. We would feel genuinely lost without her.
Dawn started looking after my pension around 1990. A target was set for each year and I was supplied with an annual detailed review showing progress. She has always made herself available either on the phone, in person, or by email if there were any queries or just to chat about the overall state of play. I followed Dawn’s instructions over the years with the result that by 2012 pension funds had grown to target and I was able to take the pension earlier than predicted and it allowed me to work part-time. I value Dawn’s advice and she continues to steer my savings. Without her I feel I would not have had such a good result.
Thanks to Dawn Slater's invaluable, dedicated and totally reliable advice over several years I can quite simply say that I am more than happy to continue relying upon Dawn Slater Wealth Management to advise and invest for me.