Nothing is certain in life. That’s why it’s important to put measures in place to protect against difficult circumstances. From premature death to critical illness, medical care requirements to an inability to work for an extended period, situations like these will have a huge impact on you and your family, including financially.
This includes specific cover for any debts, such as your mortgage, as well as to enable costs to be met and future income to be provided.
At Dawn Slater Wealth Management, we’re expert in personal protection. We’ll review the cover you have, advise on the quantity and quality you might need, and make recommendations to protect you and your family. This might include:
• Life cover – either whole of life or term based
• Critical illness cover – again, either whole of life or term based
• Family income benefit
• Income replacement benefit
• Private medical insurance
If you wish to discuss any of these options with one of our advisers, please contact us now on 01635 551926.
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.