
Unavailable for contact through VouchedFor
Based in Southam
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dawn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dawn's status
Last checked: 30 January 2026
Dawn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dawn's status
40
Recent Client Reviews
Dawn has received 40 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dawn has received 40 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 November 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Dawn has not yet added their qualifications to their profile
Transparent Fees
Dawn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dawn has provided information on their typical fees
Dawn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My career in financial services began in 1984 with Scottish Amicable (now Prudential), working with clients on their pensions and investments and I became an Independent Financial Adviser in 1996. I am experienced in all areas of financial planning including pension planning and consolidation, retirement planning, investments, savings and investments and inheritance tax planning. I advise elderly clients and their families, particularly on long-term care and equity release. I believe in involving families in financial planning to make the best long-term decisions for their future. I specialise in pension advice in relation to divorce and pension sharing orders.. I use simple, understandable language to help my clients understand the plans they have will work for them and help them to choose the best option. I work with business owners, entrepreneurs and the self employed, offering a wide range of financial advice and planning services including group pensions schemes, group protection solutions, salary sacrifice set up and management, employee benefits packages and financial wellbeing services. I offer you comprehensive, expert financial solutions and services from starting your investment and pension planning strategies right up to passing on your wealth to your family in the most tax efficent way possible - and everything inbetween. Outside of work, I enjoy swimming and cooking. I previously coached and judged synchronised swimming as well as competing myself. I married my partner Michael in 2016 who I met at high school and have 3 step children.