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:
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:
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.
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.