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
Long Term Care Planning
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
- CF8 - Award in Long Term Care
|Address||27a Kingfisher Court|
|Phone Number||01635 551926|
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
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.
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
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.
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
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.