CHARLES GILLESPIE

Dawn Patrick

WEALTH PLANNER

Dawn joined Kingswood in 2024 however she has been working in financial services for over 20 years. 

With a wealth of experience in all areas of financial planning, Dawn prides herself on helping her clients navigate changes in their lives that call for careful financial planning. The most enjoyable part of the job for Dawn is seeing her clients achieve their goals.

Dawns client base has been built around recommendations from her existing clients and professional connections. Dawns reputation is based on building trust and being consistent In maintaining high standards.  Her portfolio ranges from clients in the early stages of building and protecting wealth to later life where her clients rely on expert advice to use their money in the best way for their retirement.  To ensure Dawns knowledge is kept up to date she ensures she completes over 100 hours of professional development every tier and in 2024 Dawn completed the specialist qualification for Long Term Care Planning Advice.

Outside of work Dawn enjoys running, fitness boot camps and frequent trips to Dalby Forest where she rides her mountain bike with her two boys. Dawn is also a volunteer fundraiser for the Bridlington RNLI.