Welcome to our website. We offer a brand new approach to financial services support. The motivation behind our business is to assist financial professionals such as advisers and paraplanners to become the very best they wish to be. The idea for our offering arose when three like minded people started talking about our commitment to helping people find one source for answers to their questions. Our mission statement is ‘to encourage people to be inspired and to inspire others‘. Our team have combined skills and knowledge which makes us well placed to deliver a first class professional service. The team have many years of experience in financial services and are dedicated to helping financial advisers and paraplanners to achieve their goals. Our range of services can be found by browsing our site and staying a while.
There is a range of services which we provide and these are:
- Paraplanning training via our Academy
- Diploma in Financial Planning and Advanced Diploma in Financial Planning support
- Paraplanning Services
- Technical support
- New Adviser assistance
- Cash flow modelling support
At New Dawn, we are here to help you grow your business and allow you time to get on with the things that matter to you. Our service is designed to be bespoke as one size does not fit all. So, who are team members?
Here I am, Geoff Gaunt. I have been in the industry since 1983, both in an advisory function and a training function. Latterly, I worked for a wealth manager as a relationship manager for Business Assurance.
Our services are not free and our fees can be found under Charges.
Why not give us a call to discuss your requirements. We will not be offended if you decide we are not the right fit for your business. All we ask is a chance to tell our story.
Please note that we are not registered with the Financial Conduct Authority and are not authorised to give financial advice.
Call Geoff Gaunt, now on 07802 541812
