Dawn Slater Wealth Management Ltd is a company that offers independent financial advice to individuals, that will help you understand your finances and set up your future.

Between them, our advisers have over 35 years of experience providing advice to clients. In their experience the main areas of financial planning that clients are interested in are:

Pension Planning/ Retirement Planning
Investment Planning
Estate Planning
Long Term Care Planning
Personal Protection

We understand the importance of regularly reviewing your financial planning, and this is at the heart of our client service.

Highlights, Specialties & Features

  • Pension Planning
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Long Term Care Planning
  • Personal Protection

Professional Associations & Certifications

  • Cert CII
  • DIpFa
  • CF8 - Award in Long Term Care

Contact Details

  Website
  Person Leon Alden
  City Newbury
  Postcode RG14 5SJ
  Address 27a Kingfisher Court
  Phone Number 01635 551926

Business Representative

Leon Alden

Financial Planner

I joined Dawn Slater Wealth Management from a bank and building society background and I have been providing clients with financial advice for the last 7 years. I specialise in wealth management and long-term care. I pride myself on creating and maintaining long-term relationships with my clients. Their understanding of what my advice is and their satisfaction is paramount to me. I enjoy spending time with my two children, meals out and I like to keep active, especially running. Email: Leon@dawnslater.co.uk Tel: 01252 210135 Mobile: 07933 314309

Products & Services

Pension and Divorce Planning

Pension and Divorce Planning

Here at Dawn Slater Wealth Management Ltd we are experts in divorce and pension planning. With many clients in the same situation as you are, we know exactly what we are doing and we are also able to help you get the best for you.


Retirement Planning

Retirement Planning

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.


Investments and Wealth Management

Investments and Wealth Management

Our advisers at Dawn Slater Wealth Management Ltd have vast experience spanning over 35 years, and we have a growing number of very happy clients, some of which have been with us since the beginning.
This is testament to the fact that our service is based on unparalleled and sound advice that works for our clients. If you are looking for an expert that can tailor a solution that will meet your exact requirements and make your money work hard for you then you are in the right place.


Personal Protection

Personal Protection

In life nothing is certain, however there are measures that can be put in place to help when hard times arise.

Here at DSWM we can assist you with the following types of personal protection policies to cover you for these eventualities:

Life and Critical Illness Assurance
Whole of Life
elevant Life Policies
Family Income Benefit
Income Protection

  • I would recommend this business

Brilliant advice from very knowledgable advisor.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

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.


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.


Since moving house is one of the most stressful things that someone can do in their life, it is really important to find the right advice to ensure that you get the right mortgage to suit your needs. Andy was so helpful in advising us on the mortgage that we could get and afford as well as ensuring that we got the best possible rate and term. Being a first time buyer, the advice on timings and other items that we needed, like insurance, were really crucial too and we got some great advice from which to proceed. We’ve started a long-term relationship with Andy now and will be seeking his advice again when our mortgage deal comes up in the future to ensure that we keep getting the best possible deal. We are thankful for Andy’s help and advice along the way, he made the entire process so much easier.

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From Our Website

Dawn Slater Wealth Management offers independent financial advice to individuals and companies, helping them understand and protect their finances today and set up their future for tomorrow. 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.


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.


Given the significant increases in job mobility in the last few decades, its no surprise that you may have a number of different pension arrangements accumulated over time with no clear idea of what to do with them. Keeping track of a number of pension arrangements can be time consuming, particularly with the jargon associated with pensions in general. Each plan may have different options, with different retirement dates and different fund choices which can easily lead to confusion. For most people, the easy option is to consolidate their pension arrangements into a single plan.


If you complete a tax return, you do not need to declare any ISA interest, income or capital gains on it. You can save up to 20,000 in one type of account or split the allowance across some or all of the other types. Your ISAs will not close when the tax year finishes. You'll keep your savings on a tax-free basis for as long as you keep the money in your ISA accounts. You cannot transfer any non-ISA shares you already own into an ISA unless they're from an employee share scheme. You cannot transfer any peer-to-peer loans you've already made or crowdfunding debentures you already hold into an innovative finance ISA.


If you're going through a divorce, what happens to your and your partner's accumulated pension benefits is an important consideration. When and how pensions are divided on divorce depends on the circumstances of you and your family. If your marriage has been short and both of you are in your twenties or thirties, then your pensions may not need to be divided formally at all, although their value may still be taken into account in other ways. If you and your partner are in your fifties, pensions are likely to play a far more central part in your negotiations or the decision a court has to make.


When you achieve a certain status in life, it becomes important to ensure you're leaving something behind for generations to come - and that means making sure your estate goes to whom and when you want it to. In doing so, it's vital to construct your affairs so the taxes involved are minimised, thereby maximising the benefit for those you intend. The inheritance tax (IHT) rules allow for no tax on transfers between spouses. Individuals have a nil rate band (currently 325,000) that can also be transferred between one spouse and another on death, and the government has relatively recently brought in an additional main residence nil rate band if you pass your home to your children or grandchildren that will rise to 175,000 by 2020/21.


As you approach retirement, or once you've retired, you might be thinking about how you'll cope with the costs of paying for long term care, either for yourself or for a relative. Or you might find that you are caring for someone who can no longer look after themselves. My wife was diagnosed with Alzheimer's Disease in May 2014, about 3 years after she first saw a consultant about her failing memory. After my 75th birthday last year I became increasingly concerned that my wife would no longer be able to live on her own if I died or if I was no longer be able to care for her at home.


Planning for retirement is one of the most important elements of financial planning you will ever undertake. According to the Office of National Statistics, a man aged 65 years in the UK can now expect to live, on average, to 86 and a woman of the same age to 88. A man aged 55 years in the UK can now expect to live, on average, to 85 and a woman of the same age to 88. For those looking to retire early, that's 30 years plus that your pension needs to be able to provide for you. At Dawn Slater Wealth Management, we will help identify your retirement objectives by completing a financial planning exercise, potentially including cashflow modelling, and assessing your suitability criteria, including your attitude to investment risk.