Team

Paul joined Dawn Slater Wealth Management in January 2019.

After graduating from Exeter with a degree in Economics, Paul joined fledgling advice business Inter-Alliance Group plc in 1997 shortly prior to its flotation on AIM. There, he gained post-graduate qualifications in financial planning whilst undertaking a number of first local and then national roles during a period of significant change and expansion prior to the business’ merger with Millfield Group plc in 2004.

In 2005, Paul joined Foster Denovo as a founder where he served for nearly 13 years, being promoted to the board as Commercial Director in 2010 and later becoming Regulatory and Commercial Director. During this time, Paul managed the finance and various operational functions and oversaw several acquisitions.

Paul has a strong focus on aligning commercial objectives with FCA regulations to achieve positive outcomes for clients and was particularly influential in Foster Denovo’s management buyout in 2007 and the launch and development of Sequel Investments, a fund management business which grew from a standing start to nearly £500m of client assets during his tenure.

Paul was born in London and lives in Hampshire.

Dawn is the founder of Dawn Slater Wealth Management and is a Chartered Financial Planner, widely regarded as the “gold standard” qualification for professional financial planners and financial advisers in the United Kingdom. Dawn also holds advanced qualifications in defined benefit occupational pensions and investment management.

Dawn has been an IFA for over 30 years and has run her own practice since 1993. Dawn has a passion for helping clients achieve their goals through sensible financial planning and has some clients who have been with her for over 20 years. Her great satisfaction is to see the original goals and objectives they set together being met, or even exceeded, over this length of time.

Dawn is married and her two sons are professional musicians. In her leisure time, Dawn likes to dance, and she visits the gym regularly.

You can contact Dawn on 01635 551926 or 07760 681407.

Andy joined Dawn Slater Wealth Management in 2016 and is a Senior Financial Planner with specialist qualifications in equity release.

Working initially as a mortgage adviser with the Halifax Building Society, Andy progressed to running a mortgage department for the Thames Valley-based estate agency chain, and later started up his own IFA practice until merging with another firm at the end of 2012.

At Dawn Slater Wealth Management, Andy advises a wide range of individual and corporate clients on their financial planning needs, including pension funding and investment strategies, as well as acting as the firm’s mortgage and protection specialist. Here he deals with clients ranging from first-time buyers to equity release cases and buy-to-let property owners.

Andy was born in London and grew up in the sleepy Roman village of Silchester. He now lives in Bramley with his partner Ann.

You can contact Andy on 01635 551926 or 07470 978234.

John joined Dawn Slater Wealth Management in 2016 and is a Financial Planner with specialist qualifications in equity release.

John joined the financial services industry in 2013, following a successful career in construction management.
At Dawn Slater Wealth Management, he advises individual and corporate clients on their full financial planning needs, including pension funding and investment strategies, as well as their mortgage and protection requirements.

John is married and he and his wife share their home near Reading with their two dogs whom they treat like children.

In his spare time, John enjoys physical activities including rugby and surfing.

You can contact John on 01635 551926 or 07470 731830.

Bridget joined Dawn Slater Wealth Management in 2018 to oversee paraplanning and client-facing administration within the business. She is also responsible for ensuring best practice in client operations.

Bridget has been in financial services for over 20 years in a variety of roles, including 13 years as a paraplanner, with household names such as 1825 (Standard Life), Prudential, Tilney and Zurich.

Away from the office, Bridget enjoys the theatre, foreign travel and socialising with family and friends.

Stuart joined Dawn Slater Wealth Management in 2018 as a Senior Paraplanner.

Stuart has worked in financial services throughout his career, including both insurance companies and financial advice firms.

At Dawn Slater Wealth Management, Stuart supports the financial planners with cashflow modelling, risk profiling and asset allocation models, product and fund research, and report writing within the financial planning process.

Away from the office, Stuart watches Reading FC try to play football and spends time walking his dog Bertie with the family

Margaret joined Dawn Slater Wealth Management in 2018 as a Paraplanner.

Margaret has been in financial services for her entire working life including overseas and UK-based roles with RBS and Lloyds Private Banking.

At Dawn Slater Wealth Management, Margaret supports the financial planners with research, report writing and a whole host of other necessary elements within the financial planning process.

Away from the office, Margaret loves motor racing, rock music and using her grandkids as an excuse to play on a trampoline.

Cayla joined Dawn Slater Wealth Management in 2018 to support the advisory team with the administration of mortgages and associated protection products.

Cayla has been in financial services since 2013 and is currently studying to qualify as a mortgage and protection adviser in her own right, which she intends to achieve during 2019.

Recently married, Cayla is very family orientated outside of work and also enjoys spending time with her bengal cat and springer spaniel.

Sam joined Dawn Slater Wealth Management in 2017 as an Administrator.

Sam deals with general office duties as well as client take-on processes and has become a valued member of the team.

If you call or visit the office, Sam is most likely to be your first point of contact.

Outside the office, Sam is a professional drum teacher and budding composer with aspirations to compose music for TV/film and video games.