Adam Cockerham William Dixon & Associates

At William Dixon & Associates Ltd, we pride ourselves on providing exceptional chartered financial planning services to individuals, businesses, and families. With a focus on building long-lasting relationships, we take the time to understand your unique financial goals and requirements. As a Fellow of The Personal Finance Society and a Chartered Financial Planner, I, Adam Cockerham, have dedicated my career to helping my clients navigate the complexities of the financial world.

Our Services

We offer a comprehensive range of services designed to address your unique financial needs. These include:

Protection

Have you considered the financial implications of losing a loved one, contracting a critical illness, or being unable to work due to long-term sickness? Our protection services ensure you and your loved ones are protected from unforeseen events.

Investments & Pensions

Whether you're just starting a long-term savings plan or need existing assets reviewed, we're here to help you make the most of your financial situation. We'll work with you to create a personalized investment strategy that aligns with your goals and risk tolerance.

Commercial

As a business owner, you need a trusted advisor to guide you through the complexities of corporate finance. We'll help you plan your finances to ensure tax-efficient growth, protect shareholders from loss of a business partner, provide employee insurance benefits, or invest corporate capital for long-term objectives.

Retirement Planning

Are you nearing retirement or gradually phasing into retirement? Our experienced team will work with you to create a personalized income plan, ensuring a secure financial future.

Tax Efficient Planning

Worrying about the tax implications of your financial decisions? We'll help you manage your tax liabilities through strategies such as tax-efficient investing, tax-efficient pension planning, and inheritance tax planning.

Inheritance Tax Planning

Do you want to ensure your estate is distributed as you wish after your passing? Our experts will work with you to minimize inheritance tax liabilities and ensure your legacy is protected.

What to Expect

Our client journey begins with a no-obligation, free initial consultation. We'll discuss your goals, current circumstances, and how we work. You can then make an informed decision about whether you'd like to work with us.

We'll conduct a thorough assessment of your financial situation, goals, and risk tolerance. We'll provide personalized advice on a suitable way forward and implement your financial plan. Regular contact and annual appraisals ensure your plan remains on track.

Why Choose Us

As a highly qualified professional, I've completed the PIMFA ESG academy and have significant experience with Ethical and Sustainable investments. With over 82 five-star reviews on Google, our clients praise our honesty, openness, and commitment to their financial well-being.

What Our Clients Say

"I was very impressed with Adam's honest and open advice." - I. C. Whittard

"I wouldn't hesitate in recommending Adam as your financial advisor." - Suhale Vorajee

"Adam is a consummate professional. always helpful and very responsive." - David Durling