Dawn Slater Wealth Management Ltd, 27A Kingfisher Court, Berkshire, Newbury, RG14 5SJMake an enquiry
We deliver trusted independent financial advice to individuals and companies, helping them understand and protect their finances today and set up their futures for tomorrow.
We offer a comprehensive financial planning service. 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.
Our highly qualified advisers have years of experience in providing advice to clients across a wide range of areas:
• Savings and investments
• Retirement planning
• Retirement income planning
• Estate planning
• Personal and business protection
• Long term care
• Mortgages and equity release
You can find more information about us by visiting our website.
Our service includes:
• creating a cash-flow model to establish a clear picture of your financial situation and analyse any gaps;
• creating a financial plan considering your objectives and existing financial arrangements;
• undertaking detailed analysis to establish the most appropriate way of implementing your financial plan;
• implementing our recommendations, including liaising with providers and other advisers where necessary; and
• providing an ongoing service to ensure you stay on track.
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