Dawn Slater Wealth Management Ltd receives personal information through this website. You may, for example, send us or be asked for personal information if you want to take advantage of specific services that we offer such as those provided to Registered Clients.
Wherever and whenever you provide personal information, we will only use it to deliver the services you have requested.
The Dawn Slater Wealth Management Ltd’s website does not automatically capture personal information, other than taking note of the user’s IP address and session information such as the time spent on the website and the type of web-browser used. This is recognised by our web server and is only used to assist us in the administration of our systems and to provide statistics which Dawn Slater Wealth Management Ltd use to evaluate use of the web site.
These policy statements do not cover websites to which links are offered from within our website.
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.