Dawn Slater
Director/Chartered Financial Planner
Dawn is one of our Financial Planners and our Director at Dawn Slater Wealth Management. She has been an IFA for over 30 years, and has run her own practice since 1993. Dawn has 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. Contact Dawn directly today on 01635 551926
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Callum Crofts-Wheal
Office and Administration Manager
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. You can contact Callum directly on 01635 551926 or 07493 133778
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. You can contact Andy on 01635 551926 or 07802 254871.
John Cockerell - DipPFS Cert CII (MP + ER)
Financial Planner
John has worked in the financial industry after a previous successful career in construction management. He is able to give advice on all forms of financial planning and strategy. In his free time he enjoys lots of activities including rugby, surfing, drinking of fine wines and dinning at the very best restaurants around the world. Him and his wife share there house with their 2 dogs whom they treat like children! You can call John directly today on 01635 551926 or 07791 099924
Julia Docker
Senior Administrator
Julia started her financial services career in 2007 when she moved to the area. On joining AXA/Winterthur she gained a wealth of experience in administration of pensions both personal and corporate, with transitioning to Friends Life on the business being sold. Julia lives in Basingstoke with her husband Paul and daughter India, where at weekends they enjoy family time together and when Julia is not chasing around after a toddler, she enjoys a cheeky cocktail and catching up with friends. You can contact Julia on 01635 551926
Richard Hayes
Marketing and Distribution Consultant
Richard has over 30 years’ experience in financial services at all levels. In his current role he creates and develops client relationships by attending or arranging seminars and networking events where he presents planning opportunities to individuals, businesses and local professionals prior to handing over to our team of advisers. A gregarious character Richard can often be seen cheering on Newbury Blues or Reading FC or sampling the fine ales of our local independent hostelries. Richard is married to Penny and is proud of their three, thriving, grown up offspring. You can contact Richard directly on 01635 551926 or 07875 050209
Sam Slater
Office Adminstrator
Sam is an avid music fan and plays the drums whilst also teaching others. A keen tenacity to learn and a great attitude towards hard work has enabled Sam to grow within the company very quickly. A keen animal lover and active person Sam is a great asset to our team.