Our Services

FINANCIAL PLANNING AND ADVICE

Financial Advisor Newbury

At Dawn Slater Wealth Management, we offer a comprehensive financial planning service.

 

Our intent is to enter into a long-term financial planning arrangement with you, making personal recommendations once we have assessed your situation and objectives and then working with you over time to ensure they are met.

 

We will provide you with an initial consultation meeting free of charge to establish if and how we can work together. This initial meeting is at our cost and there is no obligation for you to use our services as a result of it.

 

By the end of the it, we will have established sufficient details about your current financial situation and objectives to determine whether we can help you

 

The key product areas we deal with are detailed below – you can click on any of them to find out more or CONTACT US

 

Savings and investments
Retirement planning
• Retirement income planning
• Estate planning
• Personal and business protection
• Long term care
• Mortgages and equity release

 

If you would like to book a completely free consultation that will help you understand your finances in a better way get in touch today on 01635 551926 to find out more.