Adam Cockerham William Dixon & Associates

Protecting your financial future

At William Dixon & Associates Ltd, our mission is to empower you to take control of your financial well-being. We believe in a holistic approach to wealth management, focusing on safeguarding your future and achieving your financial goals. With a commitment to clarity, transparency, and personalized advice, we guide clients through every step of the financial planning process.

What sets us apart

• Down-to-earth approach: We speak in plain language, avoiding jargon and complex financial terms. Your input and understanding are of utmost importance.
• Client-centered focus: Your goals and objectives drive everything we do. We work collaboratively to understand your unique situation and aspirations.
• Expertise across financial disciplines: We offer comprehensive guidance on various aspects of financial planning, including protection, investments, retirement planning, estate planning, and tax optimization.
• Established and experienced: Our founder, Adam Cockerham, is a highly qualified Chartered Financial Planner and Fellow of The Personal Finance Society. With extensive industry experience and ongoing professional development, you can be assured you're in capable hands.

1. Protection Planning

• Ensuring you and your loved ones are protected from unexpected events like death, critical illness, or long-term disability.
• Guidance on appropriate insurance coverage and claims management.

2. Investment & Pension Planning

• Developing and implementing personalized investment plans to maximize your retirement savings and achieve your financial goals.
• Review and optimization of existing investment portfolios for optimal performance.

3. Commercial Financial Planning

• Tailored solutions for businesses to manage finances efficiently, protect stakeholders, and achieve long-term growth.
• Consulting on tax optimization, employee benefits plans, and risk management strategies.

4. Retirement Planning

• Comprehensive guidance on saving and investing for your golden years.
• Development of a personalized income plan to ensure a comfortable and secure retirement.

5. Tax Efficient Planning

• Strategies to minimize your tax burden and maximize your wealth accumulation.
• Advice on estate planning, inheritance tax planning, and asset preservation.

6. Sustainable & Responsible Investing

• Alignment of your investment portfolio with your ethical and environmental values.
• Consideration of ESG (Environmental, Social, Governance) factors in financial planning.