Dawn Slater Wealth Management Limited

Independent Financial Adviser  Dawn Slater Wealth Management Limited, Newbury, Berkshire, RG14 5SJ
check
FCA authorised
Last authorised 19th October 2020
Delivering honest, trusted and clearly communicated independent financial advice
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Long term care
Meet our advisers
Dawn Slater
Chartered Financial Planner
Andy Nicholls
Senior Financial Planner
Stuart Collings
Chartered Financial Planner
Cayla Martin
Mortgage and Protection Adviser
About us

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 services

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.67 mi
Chartered Independent Financial Planners based in Newbury, covering the Berkshire and Hampshire areas. We specialise in Pension and Retirement Planning, Investments, Protection and Estate Planning.
 
Independent Financial Adviser 0.95 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 1 mi
A firm of Chartered Financial Planners offering advice on retirement planning, investments, estate planning, protection and employee benefits.
 
Independent Financial Adviser 2.21 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.