Dawn Slater Wealth Management Limited
27A
Kingfisher Court
Newbury
RG14 5SJ
Offering our professionalism and a wealth of experience 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 such as estate 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. So if you would like to arrange a free consultation, get in touch today on 01635 551926 and get your financial planning started.
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.
{{ adviserProfile.bio }}
- {{ i }}
An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.