Dawn Elkington

Dawn Elkington

Ellis Bates Financial Advisers (part of Shackleton)

Minimum savings/pensions: Over £100,000

Unavailable for contact through VouchedFor

Based in Southam
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Top Rated 2025
Verified since: July, 2022

4.8 out of 5

94 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 30 April 2025

    Dawn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dawn's status

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Dawn has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 April 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Dawn has not yet added their qualifications to their profile

  • Transparent Fees

    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

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 30 April 2025

    Dawn is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dawn's status

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Dawn has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 April 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Dawn has not yet added their qualifications to their profile

  • Transparent Fees

    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.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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