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Ms Dawn Slater

Chartered Financial Planner
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Experience

Ms Dawn Slater is a seasoned Financial Planner, skilled in handling complex financial matters. She is currently honing her expertise through Bond Solon Expert Witness training and has experience of the Court via her previous role as a Police Officer.

Her areas of focus include professional negligence, loss of earnings, pensions on divorce, and pension loss arising from personal injury.

Ms Slater accepts Claimant, Defendant, and joint instructions, ensuring a comprehensive and balanced perspective is presented in Court.

Ms Slater has experience in cases relating to:

  • Professional Negligence
  • Pensions on Divorce
  • Pension Loss
  • Loss of Earnings

Ms Slater has a report turnaround time of 4 weeks.

Financial Experience

Ms Slater is a professionally qualified Financial Planner with 34 years of experience. As a Chartered Financial Planner, she has consistently demonstrated expertise across the vast landscape of investments, pensions, and financial planning. Throughout her career, she has championed the cause of good financial advice in the UK.

During her previous role with the Police, Ms Slater gained valuable firsthand experience with the intricacies of the Court system, sharpening her analytical and communication skills.

Ms Slater holds the G60 pension transfer qualification, a mandatory FCA requirement for certain pension transfers, including those from occupational schemes. This expertise, coupled with her specific experience in advising on defined benefit pension transfers, positions her as a keen observer of the ongoing pension transfer litigation landscape arising from instances of poor financial advice.

Ms Slater’s unwavering commitment to professional development is evident in her qualifications earned through the Chartered Insurance Institute, further bolstered by her current Statement of Professional Standing. She consistently maintains her extensive pension expertise through ongoing CPD required for Chartered Financial Planner accreditation.

Ms Slater ran her own IFA business from 2010 to 2022, successfully orchestrating numerous final salary pension scheme transfers.

Ms Slater actively focuses on developing her Expert Witness business, leveraging her unique skillset to offer valuable insights in legal matters.

Ms Slater’s professional journey is distinguished by an unwavering commitment to ethical advice and exemplary service. Her impeccable career record, devoid of any complaints, stands as a testament to her dedication and integrity.

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