Welcome To Dawn Richards Associates

Helping clients make better decisions about their financial life!

Our Services

As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives.

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

Contact us:

Tel: 01458 223525 (Office Hours 10-4), (Out of Hours Answerphone)
 
Fax: 01458 888032
 
E-mail: dawn@dawnrichards.com