If you are looking for savings plans that invest in other areas outside of deposit accounts; such as investing in the UK stockmarket or global stockmarkets, and you need an expert that will help it all make sense, we can guide you through the many options available.
These types of savings are commonly known as OEICS and unit trusts, where your money is pooled with other investors and professionally managed via a fund manager, into specific assets.
As wealth management professionals, we are here to help you no matter what stage your savings are at. You may have several savings plans in place already, so we are happy to simply review them to see if they are still appropriate for you.
These types of savings plans are a cornerstone of many investors’ portfolios, and with our knowledge and expertise we ensure that our client’s savings are working as hard as possible
So if you are looking for a team of experts that are friendly and professional get in touch today on 01635 551926 to find out more or to book your free consultation.
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.