Dawn Slater Wealth Management

Independent Financial Advisers in Newbury, Berkshire

Dawn Slater Wealth Management Ltd 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 and any other aspect of financial planning such as inheritance tax planning 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. 

Contact details

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Phone

01635 551926

 

Address   

27a Kingfisher Court,
Hambridge Road,
Newbury,
Berkshire,
RG14 5SJ

List of Services

Investments

  • Bonds
  • Collectives
  • Discretionary Managed Service
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Mortgages

  • 1st Time Buyer
  • Buy to Let
  • Commercial
  • Endowment
  • Equity Release
  • Help to Buy
  • Interest Only
  • Let to Buy
  • Remortgaging
  • Repayment
  • Shared Equity
  • Shared Ownership
  • Second Charges
  • Lifetime Mortgages

Pensions

  • Annuities
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Pension Transfers
  • Retirement Plan
  • Sharing Order
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice
  • Work Place Pensions

Personal Insurance

  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Employers Liability
  • Key Person
  • Pension and Capital
  • Professional Indemnity
  • Relevant Life
  • Share Protection

Wealth Preservation

  • Estate Planning
  • Inheritance Tax
  • Trust Information

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 guidance contained within this website is subject to the UK regulatory regime and is primarily targeted at clients based in the UK
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.

 

You should be aware that the value of your investment can go down as well as up and you may get back less than you invested.

Use the Financial Dictionary to understand everything

Understanding all the Financial terminology can be difficult, thats why YourMoneyHub.com have added definitions for every Financial Service mentioned above.

 

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We provide Financial Advice in...

Financial Adviser (IFA) in Berkshire; Ascot, Bracknell, Hungerford, Maidenhead, Newbury, Reading, Sandhurst, Slough, Thatcham, Windsor and Wokingham

 

Financial Adviser (IFA) in Hampshire; Aldershot, Alresford, Alton, Andover, Basingstoke, Bishops Waltham, Bordon, Brockenhurst, Eastleigh, Emsworth, Fareham, Farnborough, Fleet, Gosport, Havant, Hayling Island, Hook, Liphook, Liss, Lymington, Lyndhurst, Petersfield, Portsmouth, Ringwood, Rockbourne, Romsey, Southampton, Southsea, Whitchurch and Winchester

 

Financial Adviser (IFA) in Oxfordshire; Abingdon, Banbury, Bicester, Chipping Norton, Didcot, Faringdon, Henley-on-Thames, Oxford, Thame, Wallingford, Wantage and Witney

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