Dawn Slater Wealth Management Limited is a specialist company that offers 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. When it comes to your finances, trust and communication are vital to ensure that you know that we are doing what is best for you.
Offering our experience and a wealth of professionalism that will see us secure your future and ensure your peace of mind is what we do best. 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.
Dawn Slater Wealth Management has built the business around the service that we provide to our clients. Clear communication, honesty and professional advice is what you can expect from us.
Offering our experience and a wealth of professionalism that will see us secure your future and ensure your peace of mind is what we do best. 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.
Dawn Slater Wealth Management has built the business around the service that we provide to our clients. Clear communication, honesty and professional advice is what you can expect from us.
Services
Dawn Slater Wealth Management offers independent financial advice to individuals and companies, helping them understand and protect their finances today and set up their future for tomorrow.
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.
We will provide you with an initial consultation meeting free of charge to establish if and how we can work together.
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.
We will provide you with an initial consultation meeting free of charge to establish if and how we can work together.
Dawn is the founder of Dawn Slater Wealth Management and is a Chartered Financial Planner, widely regarded as the "gold standard" qualification for professional financial planners and financial advisers in the United Kingdom.
Dawn also holds advanced qualifications in defined benefit occupational pensions and investment management.
Dawn has been an IFA for over 30 years and has run her own practice since 1993.
Dawn has a passion for helping clients achieve their goals through sensible financial planning and has some clients who have been with her for over 20 years.
Dawn also holds advanced qualifications in defined benefit occupational pensions and investment management.
Dawn has been an IFA for over 30 years and has run her own practice since 1993.
Dawn has a passion for helping clients achieve their goals through sensible financial planning and has some clients who have been with her for over 20 years.
My wife was diagnosed with Alzheimer's Disease about 3 years after she first saw a consultant about her failing memory.
After my 75th birthday I became increasingly concerned that my wife would no longer be able to live on her own if I died or if I was no longer be able to care for her at home.
The advice given has been invaluable.
It showed me that if my wife has to go into a care home because I can no longer look after her in our home, my best option will be to continue to live in our current home for as long as I am able to take care of myself.
After my 75th birthday I became increasingly concerned that my wife would no longer be able to live on her own if I died or if I was no longer be able to care for her at home.
The advice given has been invaluable.
It showed me that if my wife has to go into a care home because I can no longer look after her in our home, my best option will be to continue to live in our current home for as long as I am able to take care of myself.
Savings and investments are designed to provide for your future needs, whether that's capital for a specific purpose, an income, or to pass on to the next generation.
That's why it's important to have clear objectives and timeframes before making any investment decisions.
At Dawn Slater Wealth Management, we will help identify those detailed objectives by completing a financial planning exercise, potentially including cashflow modelling, and assessing your suitability criteria, including your attitude to investment risk.
That's why it's important to have clear objectives and timeframes before making any investment decisions.
At Dawn Slater Wealth Management, we will help identify those detailed objectives by completing a financial planning exercise, potentially including cashflow modelling, and assessing your suitability criteria, including your attitude to investment risk.
If you complete a tax return, you do not need to declare any ISA interest, income or capital gains on it.
You can save up to 20,000 in one type of account or split the allowance across some or all of the other types.
Your ISAs will not close when the tax year finishes.
You'll keep your savings on a tax-free basis for as long as you keep the money in your ISA accounts.
You cannot transfer any non-ISA shares you already own into an ISA unless they're from an employee share scheme.
You cannot transfer any peer-to-peer loans you've already made or crowdfunding debentures you already hold into an innovative finance ISA.
You can save up to 20,000 in one type of account or split the allowance across some or all of the other types.
Your ISAs will not close when the tax year finishes.
You'll keep your savings on a tax-free basis for as long as you keep the money in your ISA accounts.
You cannot transfer any non-ISA shares you already own into an ISA unless they're from an employee share scheme.
You cannot transfer any peer-to-peer loans you've already made or crowdfunding debentures you already hold into an innovative finance ISA.
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