Dawn Slater Wealth management

Independent Financial Adviser Dawn Slater Wealth Management Ltd, 27A Kingfisher Court, Berkshire, Newbury, RG14 5SJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
We have built the business around the service that we provide to our clients. Clear communication, honesty and professional advice.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Long term care
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • EEA
    • Rest of world
Meet our advisers
Dawn Slater
Principal and Chartered Financial Adviser
Accreditations
Chartered Financial Planner
Andy Nicholls
Mortgage Specialist and Generalist Adviser
John Cockerell
What our clients say
The entire process from start to finish has been simple. We were trying to work on a day to day basis and the entire company appreciated our situation and were very patient with us. Everything we were advised of was appropriate for us and they allowed us to make our own decisions, opting as we did for something slightly lower than anticipated. Once again the pitfalls were explained and a different solution was agreed which certainly assisted us. They went over and above to make sure we had the right product for us.
Pete Phillips, Thatcham
Where to find us

Dawn Slater Wealth Management Ltd, 27A Kingfisher Court, Berkshire, Newbury, RG14 5SJ

Contact us
About us

Dawn Slater Wealth Management Ltd is a specialist company that offers chartered 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

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Dawn Slater Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, FCA registration no 528347. You can check this by visiting the FCA’s website at http://fca.org.uk/register

The Financial Conduct Authority does not regulate taxation and trust advice or university or school fee planning and some aspects of buy to let mortgages.

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