Dawn Richards Associates Limited

Independent Financial Adviser Barn One, East Farm, Broad Street, Charlton Adam, Somerset, TA11 7AT
FCA verified
24th June 2019
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

Barn One, East Farm, Broad Street, Charlton Adam, Somerset, TA11 7AT

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

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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