Financial planning and forward thinking will mean that we need to put together a solution that is bespoke to your exact requirements and with that being the case, fees are agreed individually with each client to reflect the work to be done
We would expect our fees to be more than covered by the value you obtain from the advice.
You need to feel confident that the firm you appoint offers sound and impartial advice that is based around your specific circumstances, and that you can look forward to a long and prosperous relationship with them
As everyone’s requirements are different, we cannot provide a fixed price service. However, we can guarantee that we will give you the best possible advice and will ensure that you get the most out of the service that we provide.
We understand the importance of regularly reviewing your financial planning, and this is at the heart of our client service
To get you started we also offer you a completely free consultation so that you can meet with us and make a judgement based on what you think. All you need to do is get in touch today on 01635 551926 to find out more.
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.