We are proud of what our customers say about the service that we provide and below you will find just a small selection of what feedback we have had recently –
“The entire process from start to finish has been simple. We were trying to work on a day to day basis and the entire company appreciated our situation and were very patient with us. Everything we were advised of was appropriate for us and they allowed us to make our own decisions, opting as we did for something slightly lower than anticipated. Once again the pitfalls were explained and a different solution was agreed which certainly assisted us. They went over and above to make sure we had the right product for us”.
“Dawn and her team (particularly Andy and Callum) have provided me with clear, consistent and well thought out advice both in taking out relevant insurances and, more recently, in making a recent house purchase. The prompt advice and assistance that I received in purchasing my house was absolutely critical in completing on my house given some issues that arose late in the process”.
“Since moving house is one of the most stressful things that someone can do in their life, it is really important to find the right advice to ensure that you get the right mortgage to suit your needs. Andy was so helpful in advising us on the mortgage that we could get and afford as well as ensuring that we got the best possible rate and term. Being a first time buyer, the advice on timings and other items that we needed, like insurance, were really crucial too and we got some great advice from which to proceed. We’ve started a long-term relationship with Andy now and will be seeking his advice again when our mortgage deal comes up in the future to ensure that we keep getting the best possible deal. We are thankful for Andy’s help and advice along the way, he made the entire process so much easier”.
“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”.
“My wife was diagnosed with Alzheimer’s Disease in May 2014, about 3 years after she first saw a consultant about her failing memory. After my 75th birthday last year I became increasingly concerned that my wife would no longer be able to live on her own if I died or if I was no longer be able to care for her at home. I contacted Dawn Slater Wealth Management and after providing them detailed information on our financial situation I was given an extensive report on how the costs of care could be met in each of the potential future situations. The advice given has been invaluable. It showed me that if my wife has to go into a care home because I can no longer look after her in our home, my best option will be to continue to live in our current home for as long as I am able to take care of myself. This seems much better than the option I was considering of selling our home to down size and release funds to cover the cost of care”.
If you would like to find out more about the service or would like to book a completely free consultation give our friendly team a call today on 01635 551926.