About Dawn Richards

Dawn Richards DipPFS, Cert CII (MP) is the Principal Adviser with over 30 years Financial Planning experience.   Dawn Richards Associates is one of a few specialist firms of Independent Financial Advisers in the South West who work with clients to shape their financial and investment future. Dawn prides herself in retaining long-term relationships with her clients to the ultimate aim of creating and then preserving your wealth.

• Savings and Investments
• Planning for Retirement
• Personal Protection / Life Assurance
• Mortgage Equity Release
• Nursing Home Care Fees Planning
• Inheritance Tax Mitigation