Following a recent change to the pension rules, pension drawdown is now a very popular option.
You may be looking to find out what pension drawdown actually is?
Maybe you know what it is but need an expert to help you with it?
Here at Dawn Slater Wealth Management Ltd, we know exactly what pension drawdown really is, and we can explain it to you in simple terms so that you are fully aware of the advantages and disadvantages before you commit to this type of plan.
Whether you are trying to plan your finances for the future, or you are looking to understand how your finances are working for you, we will be able to help.
With our advisers having combined experience of over 35 years advising their clients, you can rest assured that we have the knowledge and experience needed to create a bespoke portfolio for you, tailored to your personal circumstances.
If you would like to work with a team of financial experts that will make the jargon make sense get in touch today on 01635 551926 to book your 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.