Savings and investments are designed to provide for your future needs, whether that’s capital for a specific purpose, an income, or to pass on to the next generation. That’s why it’s important to have clear objectives and timeframes before making any investment decisions.
At Dawn Slater Wealth Management, we will help identify those detailed objectives by completing a financial planning exercise, potentially including cashflow modelling, and assessing your suitability criteria, including your attitude to investment risk.
Once we’ve established your objectives, we’ll review your current investments to determine if they remain suitable for what you’re trying to achieve. This will include:
• Investment risk
• Investment performance
• Any additional features
Only when we’ve done this will we make personal recommendations to you.
Listed below are some of the product solutions you may already have in place or we may recommend. You can click through to find out more details.
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.