Dawn Slater Wealth Management Limited

Independent Financial Adviser Dawn Slater Wealth Management Ltd, 27A Kingfisher Court, Berkshire, Newbury, RG14 5SJ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
Delivering honest, trusted and clearly communicated independent financial advice
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Long term care
Meet our advisers
John Cockerell
Financial Planner
Andy Nicholls
Senior Financial Planner
Dawn Slater
Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner
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
Thank you so much again for all the hard work and patience with getting us the right mortgage. Sarah and I appreciate it and really value your help.
Joff Brown, Newbury
Where to find us

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

Make an enquiry
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.

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

Dawn Slater Wealth Management Limited 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.

Your home or property may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice. We may also receive a commission from the lender.

Accessing pension benefits early may impact on levels of retirement income and is not suitable for everyone. You should seek advice to understand your options at retirement.

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