Team
Dawn is one of our Financial Planners and our Director at Dawn Slater Wealth Management. She 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. The essence of financial planning is having goals and objectives and then following the plan as closely as possible to reach them. Some clients have been with Dawn for over 20 years, and it is very satisfying for her to see that the original goals and objectives have been 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. Contact Dawn directly today on 01635 551926 or 07760 681407.
Andy is our mortgage and insurance specialist, he advises a range of clients on their mortgage and insurance needs, from first-time buyers to equity release cases and buy to let property developers. 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 general practitioner IFA practise remaining there until merging with another IFA firm at the end of 2012. Client relationship managing, mortgage and protection advising have subsequently been the key areas of his development. Andy was born in London and grew up in the sleepy village of Silchester. He now lives in Bramley, between Reading, Basingstoke and Newbury, with his partner Ann and their grown up children, who make guest appearances when they want food or clothes. You can contact Andy on 01635 551926 or 07470 978234.
John is one of our financial planners at Dawn Slater Wealth Management. He joined the financial services industry in 2013, following a successful career in construction management. He is able to give advice in many areas of financial planning and strategy creation. In his free time he enjoys lots of physical activities including rugby and surfing. He and his wife share their home with their 2 dogs whom they treat like children! You can call John directly today on 01635 551926 or 07470 731830.
Cayla is our Mortgage and Protection Administrator at Dawn Slater Wealth Management. Having started her career with another IFA firm in 2013, she joined Dawn Slater Wealth Management in May 2018. Outside of work, Cayla is very family orientated and enjoys spending time with her Bengal and Springer Spaniel. In her spare time she can be found either shopping or in one of many restaurants!
Sam is one of our Administrators at DSWM and has been with the firm since September 2017. Sam deals with general office duties and answering the phones. Outside of work, Sam enjoys music and is an avid animal lover.