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Chartered Financial Planner/Director
Dawn is one of our Financial Planners and our Director at Dawn Slater Wealth Management. She have been an IFA for over 30 years, and has run her own practice since 1993. Dawn have a passion for helping clients achieve their goals through sensible financial planning. The essence of financial planning is having goals and objectives and then following the plan as closely as possible to reach them. Some clients have been with Dawn for over 20 years, and it is very satisfying for her to see that the original goals and objectives have been met, or even exceeded over this length of time. Dawn is married and her two sons are professional musicians. In her leisure time, Dawn likes to dance, and she visits the gym regularly.
Office and Administration Manager
T: 01635 551926
M: 07493 133778 E: email@example.com
Callum is our Office and Administration Manager at Dawn Slater Wealth Management. Having started his career in the industry with another IFA Firm in 2012, he joined Dawn Slater Wealth Management in August 2015. Prior to joining his previous firm, Callum worked in Corporate Events and Advertising. Outside of work, Callum can often be found wondering around South West London (The King’s Road to be exact) or having a drink in Soho. He also enjoys spending time with family and friends and is an avid traveller.
T: 01635 551926
Sharon is our Senior Administrator at Dawn Slater Wealth Management. Having started her career within in the industry 20 years ago with NatWest Bank in June 1997, Sharon has worked in several different roles throughout her career in Financial Services, ranging from a Personal Banking Manager for a large high-street Bank to a Regional Operations Manager for a Global Insurance Company. Sharon was born in London and moved to Epsom with her family when she was 7, however she has spent most of her adult life in West Berkshire. Outside of work, Sharon enjoys spending time with her family and her two grandchildren. She is also an avid runner and successfully completed the London Marathon 2016 to help raise funds for a local charity.
Andy Nicholls CeMAP ER1
Mortgage and Insurance Specialist
Andy is our mortgage and insurance specialist, he advises a range of clients on their mortgage and insurance needs, from first-time buyers to equity release cases and buy to let property developers. Working initially as a mortgage adviser with the Halifax Building Society, Andy progressed to running a mortgage department for the Thames Valley based estate agency chain and later started up his own general practitioner IFA practise remaining there until merging with another IFA firm at the end of 2012. Client relationship managing, mortgage and protection advising have subsequently been the key areas of his development. Andy was born in London and grew up in the sleepy village of Silchester. He now lives in Bramley, between Reading, Basingstoke and Newbury, with his partner Ann and their grown up children, who make guest appearances when they want food or clothes