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Dawson Wealth Management is a “Whole of Market” Independent Financial Adviser (IFA) firm, which is totally committed to working with our clients to help them identify, prioritise and achieve their key financial goals and objectives.
An initial consultation is free of charge where we will establish how we can help.
Why not contact us today to arrange a meeting.
We are based near Helmsley in North Yorkshire and offer a truly local and personal service to all our clients throughout the North of England. We also have clients all around the UK.
We will meet you at your place of work or home whichever you prefer.
To get an insight into what we can do for you at Dawson Wealth Management, you are welcome to explore this web site, using the links at the top and to the left of each page.
If you see anything that prompts you to rethink your own financial arrangements, then please contact us.
We would be delighted to hear from you and to share with you what benefits a truly personal financial planning service can bring to your life.
We offer our Clients a completely personalised and tailored service to help them achieve their personal financial planning needs and objectives.
We are able to respond to enquiries about single areas of interest or need, however, we almost always recommend that Clients work with us on a holistic and comprehensive financial planning basis so that we can ensure there is complete coordination of all financial planning strategies.
This website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients’ financial planning needs. We hope they are helpful to you but they do not, on their own, add up to provide investment advice and we cannot take responsibility for anything you do in reliance on them without further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Please contact us now for tailored advice. We are not responsible for the content of external sites.
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Dawson Wealth Management is an appointed representative of Mint Financial Services Ltd which is authorised and regulated by the Financial Services Authority. Mint Financial Services Ltd is entered on the FSA register under reference 217742 and Dawson Wealth Management is registered under reference 457425. (http://www.fsa.gov.uk/register) |
