Business Details
17 Years
experience
Your Trusted Chartered Financial Planner in Corsham
William Dixon & Associates is a distinguished financial advisory firm dedicated to delivering tailored financial solutions. With a legacy of over 30 years serving the South West, we combine deep industry expertise with a client-centric approach. Our team of highly qualified professionals, including Chartered Financial Planners, specialises in protection, retirement planning, and tax-efficient strategies. We prioritise transparency, ethical practices, and long-term client relationships, ensuring each plan aligns with individual goals. Our commitment to excellence is reflected in our recognition as a Fellow of The Personal Finance Society and partnerships with leading industry bodies.We leverage cutting-edge resources to provide comprehensive advice, from personal investments to corporate financial planning. Our flexible approach accommodates virtual and in-person consultations, serving clients nationwide. Backed by rigorous qualifications and a passion for financial education, we empower clients to navigate complex financial landscapes with confidence. Our accolades, including Openwork excellence awards, underscore our dedication to industry standards. We believe in continuous learning, evidenced by our contributions to financial publications and podcasts, ensuring clients benefit from forward-thinking insights.
Services
Protection
Commercial
Retirement Planning
Tax Efficient Planning
Inheritance Tax Planning
Details
- Year established: 2009
Highlights and features
- Chartered Financial Planner with over 8 years of experience in personal finance and macroeconomics.
- Fellow of The Personal Finance Society, demonstrating advanced expertise and ethical standards.
- Specialist in tax-efficient and inheritance tax planning, ensuring long-term financial security.
- Personalized approach with no-obligation initial consultations tailored to client needs.
- Recognised excellence with awards from Openwork, a leading financial advice network.
Associations and certifications
- Financial Conduct Authority (FCA)
- The Openwork Partnership
What people say
Honest and open advice
Explained clearly
Consummate professional
Highly recommend
Excellent communication
Services
Protection
Our protection services ensure clients and their families are safeguarded against life's uncertainties. We specialise in life, critical illness, and long-term sickness insurance, offering tailored policies to mitigate financial risks. By analysing individual circumstances, we design strategies that provide peace of mind and security.
Commercial
Commercial financial planning focuses on tax-efficient business strategies, shareholder protection, and corporate investment growth. We assist businesses in structuring finances to maximise profitability while ensuring compliance and long-term sustainability. Our expertise includes employee insurance and capital management solutions.
Retirement Planning
Retirement planning services help clients prepare for a secure financial future. We review existing assets, create income strategies, and monitor plans to adapt to changing circumstances. Our approach ensures clients can access provisions confidently, whether nearing retirement or starting early.
Tax Efficient Planning
Tax-efficient planning optimises financial outcomes by legally minimising tax liabilities. We advise on estate planning, income drawdowns, and investment structures to enhance wealth preservation. Our strategies align with evolving tax regulations, ensuring compliance and maximum benefit for clients.
Inheritance Tax Planning
Inheritance tax planning safeguards estates from excessive taxation while facilitating wealth transfer. We design solutions to reduce liabilities, protect assets, and ensure beneficiaries receive intended inheritances. Our approach balances tax efficiency with long-term family financial goals.
People
Adam Cockerham
Chartered Financial Planner
William Dixon & Associates is a Chartered Financial Planner with over 8 years of experience, holding Fellow status with The Personal Finance Society. He specialises in tax-efficient and inheritance tax planning, combining technical expertise with a client-focused approach. Adam contributes to financial publications and podcasts, advocating for ethical, transparent advice.
Questions
What services do you offer?
We provide protection, retirement planning, tax-efficient strategies, inheritance tax planning, and commercial financial advice tailored to individual and business needs.
Are initial consultations free?
Yes, we offer a no-obligation, fee-free initial meeting to discuss your goals and how we can assist you.
Do you work with clients outside the local area?
Yes, we serve clients nationwide via virtual meetings, phone calls, or face-to-face consultations at our offices.
How are you qualified?
We hold Chartered Financial Planner status, Fellow membership of The Personal Finance Society, and numerous industry certifications ensuring expertise and compliance.
How do you handle investment risks?
We assess your risk tolerance and market conditions to create balanced portfolios, regularly reviewing them to adapt to economic changes and personal circumstances.
What sets you apart from other advisers?
Our client-centric approach, transparency, and commitment to continuous learning ensure personalised, ethical advice focused on long-term financial success.
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