Mortgage Brokers in Liversedge

Dawson Wealth Management is a “Whole of Market” Independent Mortagage Broker and Independent Financial Adviser (IFA) firm, which is totally committed to working with our clients to help them identify, prioritise and achieve their key financial goals and objectives. Primarily covering the North of England but with a national client base our clients are a mixture of private individuals and companies who understand that by seeking our professional advice they can make the most from their money. Our success has been based on three core principles; integrity, professionalism and impartiality, coupled with a creative approach to financial planning and a belief in a bespoke client service.

We offer a wide range of specialist services, including advice on investment, retirement, borrowing, protection and Inheritance Tax planning, including all types of pension schemes and employee benefits. Our focus is on both capital enhancement and capital protection.

We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients.

Independent Mortgage and Financial Advice including investments and protection also Independent Mortgage Broker. Specialists in pre and post retirement planning. ISA's / OEICs / Unit Trusts / Investment Bonds / Inheritance Tax Planning / Will Writing / Pensions / Annuities / Life Assurance / Critical Illness Cover / Business Protection / General Insurance.

Dawson Wealth Management is an appointed representative of Lifetime Financial Solutions (Yorkshire) Ltd, which is authorised and regulated by the Financial Conduct Authority.

Keywords: mortgage adviser, mortgage protection, Mortgage Broker West Yorkshire, inheritance tax planning, financial advisers independent, mortgage advice, Dawson Wealth Management, financial advice, wills, life assurance

Opening Hours: Monday to Friday 9am - 5:30pm, Closed Saturday and SundayClosed on Bank Holidays