AT8 Group's Mark Loosmore continues his series of articles for Professional Adviser with a look at how distributor Dawson Wealth Management is using IT to improve its business...
This week our case study series takes us to North Yorkshire to review Dawson Wealth Management’s (DWM’s) use of technology. DWM is smaller than many of the IFA firms we have covered so far. It operates as a one-man business but is a member of the Mint Network (now part of the Intrinsic Group). However small, DWM has a refreshing clarity of vision. According to founder Kevin Dawson, he is there quite simply to help provide clarity to his customers regarding their current financial status and how they could plan for their move into retirement. Dawson’s vision has led him to form a cl...
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