About Us

AN INTRODUCTION TO DAWN SLATER WEALTH MANAGEMENT

Dawn Slater Wealth Management Ltd

Dawn Slater Wealth Management offers independent financial advice to individuals and companies, helping them understand and protect their finances today and set up their future for tomorrow.

 

Our highly qualified advisers have years of experience in providing advice to clients across a wide range of areas including:

 

 

You can find more information about each of these in OUR SERVICES or CONTACT US.

 

We offer a comprehensive financial planning service

 

Our intent is to enter into a long-term financial planning arrangement with you, making personal recommendations once we have assessed your situation and objectives and then working with you over time to ensure they are met.

 

Whilst there are different stages, these form one overall financial planning and intermediation service which may include:

 

  • creating a cash-flow model to establish a clear picture of your financial situation and analyse any gaps;
  • creating a financial plan considering your objectives and existing financial arrangements;
  • undertaking detailed analysis to establish the most appropriate way of implementing your financial plan;
  • implementing our recommendations, including liaising with providers and other advisers where necessary; and
  • providing an ongoing service to ensure you stay on track.

 

We will provide you with an initial consultation meeting free of charge to establish if and how we can work together. This initial meeting is at our cost and there is no obligation for you to use our services as a result of it.

 

By the end of it, we will have established sufficient details about your current financial situation and objectives to determine whether we can help you.