Before you undertake an investment, we must check your understanding of the risk you are prepared to take with your money.
This is done by looking at your attitude to investment risk and your personal knowledge and past experience involving investments/investing, and any other relevant factors.
Any investment can lose money, so we also have to check with you the impact of a fall in value on your current and future plans.
The timeframe of your investment is also important, as clearly the longer the period to invest, the more able you will be to withstand your investments moving down in the short term.
You may be interested to know that there are a number of investment providers that offer a guarantee that capital will not be lost; but it will not surprise you to know that those providers will charge extra for that benefit.
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.