What I Offer…

Kept Assets Limited  specialise in protecting the wealth you've built and helping you to direct that wealth to precisely whom you feel it should go. Tax efficiency remains key in all of our planning.

We work closely with Dawn Slater Wealth Management Limited, a specialist company that offers independent financial advice to individuals and businesses, primarily in the south of England.

By working closely with you, or if you are a legal or accountancy professional, your clients, we can help with sound advice on financial matters. we also ensure that all parties understand the why, what, where, when and how.

When it comes to finances, trust and communication are vital to ensure that you know that we are doing what is best for clients. Our professionalism and wealth of experience should ensure peace of mind.

Whether the requirement is for advice on Investments, Pensions, later life planning, protection or mortgages, Dawn's team will be happy to help clients understand what can be achieved.


Why I’m good at what I do…

Richard has over 30 years experience in the financial services sector having started out as a mortgage desk administrator for Provident Mutual in the early 80's he has progressed through several well known insurers and asset managers to dealing at the highest level with individuals and businesses both in the UK and overseas.

Richard has presented financial solutions to audiences of all sizes and has been a key speaker at industry events.

Having lived in the Thames Valley since secondary school, Richard has built a strong affinity with the area and has now decided to bring his skills 'home' from the big city. As well as providing the marketing and business development function for DSWM Richard is now specialising in estate preservation and planning for clients.  

Richard is a keen follower of Newbury RFC and Reading FC, he loves a day at the races as well as being an enthusiastic taster of fine food ales and wine.  

Richard is happily married with three well balanced, grown up children who are all setting out on their own paths in life.


What I do

  • Asset Protection & Estate Planning
  • Inheritance Tax Planning
  • Independent Financial Advice

My Stats

Last online 29th Oct 2018
Member since 30th Oct 2017
Number of testimonials 0
Meetings attended 45

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