Dawn Richards Associates Limited

Independent Financial Adviser Barn One, East Farm, Broad Street, Charlton Adam, Somerset, TA11 7AT
FCA verified
13th August 2018
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Offshore investments
    • Buildings and contents
    • Home and leisure
    • Large business
    • Small business
    • Group pensions
    • Long term care
Meet our advisers
Dawn Richards
Where to find us
About us

Twenty Four years experience with individuals and corporate clients. Plain speaking efficient solutions provided to financial concerns in all areas including Estate Planning, Wealth Preservation, Portfolio Fund Planning for growth or income. Also qualified and specialist in Long Term Care Advice-the provision of Care and Funding for Care.

Our services

Elderly client advise and wealth preservation using long term care plannning and annuities wills trusts and powers of attorney

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 6.34 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
Independent Financial Adviser 6.74 mi
Our Chartered status is a reflection of the quality of independent financial advice we provide.
Independent Financial Adviser 6.79 mi
We are proud to be Independent Financial Advisers offering a personal service to both Individual and Business clients.
Independent Financial Adviser 7.93 mi
We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.