Dawn Slater Wealth Management Limited is a specialist company that offers independent financial advice that will help you gain control of your finances. We won't just give you sound advice on your financial matters, we will also ensure that you understand why, what, where, when and how. When it comes to your finances, trust and communication are vital to ensure that you know that we are doing what is best for you.
Offering our experience and a wealth of professionalism that will see us secure your future and ensure your peace of mind is what we do best. Working with you and planning your finances together ensures that we understand what our clients want, and also what they need. Whether you are looking for advice on investments, pensions, retirement planning or anything else our team will help you to understand what is best for you and your future.
Offering our experience and a wealth of professionalism that will see us secure your future and ensure your peace of mind is what we do best. Working with you and planning your finances together ensures that we understand what our clients want, and also what they need. Whether you are looking for advice on investments, pensions, retirement planning or anything else our team will help you to understand what is best for you and your future.
Services
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.
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.
My wife was diagnosed with Alzheimer's Disease about 3 years after she first saw a consultant about her failing memory. After my 75th birthday 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. The advice given has been invaluable.
Savings and investments are designed to provide for your future needs, whether that's capital for a specific purpose, an income, or to pass on to the next generation. That's why it's important to have clear objectives and timeframes before making any investment decisions.
At Dawn Slater Wealth Management, we will help identify those detailed objectives by completing a financial planning exercise, potentially including cashflow modelling, and assessing your suitability criteria, including your attitude to investment risk.Once we've established your objectives, we'll review your current investments to determine if they remain suitable for what you're trying to achieve.
At Dawn Slater Wealth Management, we will help identify those detailed objectives by completing a financial planning exercise, potentially including cashflow modelling, and assessing your suitability criteria, including your attitude to investment risk.Once we've established your objectives, we'll review your current investments to determine if they remain suitable for what you're trying to achieve.
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.
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