Today it is no surprise when a potential client comes to us with a number of pensions accumulated over time and has no idea what to do with them
Keeping track of a number of pensions can also be very time consuming, and when you include the jargon that is associated with each policy, it can become an ever increasing problem that doesn’t make sense to most people.
Each policy may have different options, so this can lead to confusion, but we are very happy to guide our clients through this maze
Not only will we endeavour to give you the best advice, we will ensure that it is relevant to you and your circumstances
It isn’t always beneficial to consolidate pensions into one place; so our advice may be to leave some or all of your pension pots where they are!
To get you started we also offer a completely free consultation. As professional and friendly experts, we are here to help you. All you need to do is get in contact today on 01635 551926 to find out more.
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.