About Dawson Whyte (Life & Pensions) Ltd
As professional financial planners and Independent Financial Advisers, we treat each of our clients individually. This means that we do not try to squeeze everyone into the same solutions, but instead take the time to fully understand our clients' requirements and then, after researching the market, make recommendations that we will discuss in detail before agreeing what steps are to be taken.
Not a five-minute solution
No two clients are the same - and neither are their financial planning needs. That is why we take so much time and trouble to ensure we fully understand what our clients wish to achieve, how they view different forms of risk and their current circumstances and resources. Only then can we make recommendations that are tailored to our clients' needs.
This means that the initial advice process can take some time and may need to be reviewed in the future as the client's circumstances change, which is why we ask our clients to make a similar commitment of their time to help provide us with all the information we need to give considered advice. Once the initial advice has been given we will not automatically review your arrangements unless you request us to do so. To assist in this, a formal review service is available by separate arrangement if you wish.
Of course, any form of professional advice has to be paid for and while we are perfectly happy to work within the traditional structure of commission generated by products recommended, we are also pleased to discuss the alternative of fees with clients, so that the cost of on-going advice can be covered in a predictable way, even if no products are actually recommended. All discussions on commissions or fees will be in advance of advice being given so that clients know exactly where they are before proceeding.
Key individuals
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When seeking any form of financial advice, it is important not only to know that the adviser is completely committed to your needs, rather than those of an insurance company or fund manager, but also that they are fully qualified and experienced. |
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Gordon Whyte started his career in insurance when he joined the Standard Life Assurance Company in 1963. At the age of 20 he was appointed to the position of Financial Adviser by Standard Life - the youngest person ever to be appointed to the position by the firm. In 1972 he moved from Standard Life to join the family firm of Dawson Whyte & Co, joining his father, Sinclair Whyte, and Brian Dawson's father, Billy Dawson, who had established the firm at their offices in Elmwood Avenue, Belfast, in 1959.
In 1978 Gordon passed the exam of the Chartered Insurance Institute and became an Associate (ACII). Throughout the 1980's and 1990's Dawson Whyte expanded considerably with general insurance brokerages being established in five centres throughout Northern Ireland now employing over 80 people, while Dawson Whyte (Life & Pensions) Ltd has 3 Financial Advisers working for it. |
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Stephen Moles started work at Harland & Wolff shipyard after obtaining higher National Diplomas in Naval Architecture and Engineering, a Diploma in Manufacturing Management as well as a Diploma in Management studies from the University of Ulster Jordanstown.
He joined London Life Assurance as a trainee sales consultant, becoming an IFA in 1991, helping clients achieve tax efficient investment solutions for their capital and ensuring their needs for income and capital growth were met |
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David Stewart worked in IT for more than 17 years, gaining invaluable experience in dealing with corporate clients, working to tight schedules and ensuring that an enviable quality of service was provided at all times. In 1992, he opted for a career in financial services because of a real interest in this area. He has worked for a number of financial service companies and large IFA practices where he gained valuable experience in all areas of financial services.
David joined Dawson Whyte Life & Pensions Ltd in 2001 and since then has provided financial advice to both individual and corporate clients. |
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Neil Bleakley started his career in the financial services industry after completing an HND in Business & Finance in 2001. He has worked for several financial services companies and joined Dawson Whyte Life & Pensions Ltd. in January 2004 as a Sales Support Administrator.
After completing his professional exams, Neil became an Independent Financial Adviser in 2007; he holds the Financial Planning Certificate, CF6 Mortgage Advice qualification and is also a member of the Chartered Insurance Institute, Personal Finance Society and the Society of Mortgage Professionals. |
Whilst offering clients advice on a range of financial planning areas, Neil also works closely with Stephen and David in a paraplanning role, researching products and assisting in the sales process, particularly dealing with group pensions and business protection.
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