If you are planning for your retirement it is paramount that you do things properly. It is also vitally important that you understand what you are dealing with. With all the jargon that is associated with retirement planning it is probably best to call in an expert.
Here at Dawn Slater Wealth Management we have been helping lots of clients over many years with pre-retirement planning solutions that work to ensure that your money works in the best possible way for you and your needs.
Whatever your position we will find a bespoke solution that will make your money work for you. Not only will we help you plan your finances for after your retirement but we will also try to ensure that you get the best possible return from your investments.
If you would like to work with a team of friendly and professional finance experts that will work with you in planning your financial future get in touch 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.