Adam Cockerham

Chartered Financial Planner

Fellow of the Personal Finance Society
Google Customer Reviews
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Highly Qualified

Being both a Chartered Financial Planner, and Fellow of The Personal Finance Society, I am proudly amongst the most qualified Financial Advisers in the UK. This provides peace of mind that I have gone above and beyond the minimum requirements, through many rigorous examinations and industry experience, to ensure that your financial matters are dealt with by a highly qualified professional.

Highly Reviewed

Nothing is more valuable to me than the satisfaction of my clients, and the relationships we build. The fact that my clients are pleased with my work and are happy to leave me reviews, and refer their friends and family to me is the biggest reward of all. Please visit my Google listing to read some testimonials from people I’ve worked with.

Down to Earth

Down to earth, friendly and jargon free is the way I like to conduct my business. We will work together to get your finances in good shape, with open and honest discussions, where you control the pace. When many people think of Financial Advisers, many might think of them as a bit ‘stuffy’, ‘slick’, ‘flashy’ or ‘pushy’. Whilst they are still out there, you certainly won’t get that from me. I like to make the process easier to understand and more comfortable, not more difficult!

WHAT CAN I EXPECT?

HOW DO WE START?

We can arrange a no-obligation first meeting, at no cost to you. We will discuss what it is you are trying to achieve, and what your current circumstances are. I can then tell you all about how I work and help my clients, as well as how I’m remunerated. You can then make an informed decision about whether you’d like to work with me.

HOW DO WE PROCEED?

We can then discuss what it is you’re trying to achieve and what your financial plans are for the future. We can get a detailed understanding of your sentiments, preferences and attitude towards risk.

HOW WILL THIS HELP ME?

With a firm understanding of what your goals are, and what’s suitable for you as an individual, I’m able to go away and work on your financial plan. I will undertake a detailed appraisal of your current situation, assets and goals, and return with my advice on a suitable way forward. If you want to proceed, then I can go away and make it happen for you.

HOW WILL YOU HELP KEEP ME ON TRACK?

I keep in very regular contact with all my clients, and conduct appraisals at least annually to ensure your plan remains fit for purpose amongst an ever-changing landscape.

THE CLIENT JOURNEY

FINANCIAL SERVICES

Mortgages: Sourcing, applying and seeing through to completion on residential and rental properties. I can help you obtain the lending you need for purchases and refinancing.

Protection: Having worked on numerous claims, I am passionate about ensuring you and your loved ones are protected from loss of life, critical illness or long term sickness.

Investments & Pensions: Whether you’re just starting a long term savings plan, or need existing assets reviewed, I am here to ensure you are making the most of your financial situation

Commercial: Helping your business plan its finances tax efficiently, protecting shareholders from loss of a business partner, providing employee insurance benefits or investing corporate capital for long term growth objectives.

Tax Efficient Planning and Inheritance Tax Planning: Worried about how your estate will be treated on death? Looking to draw an income from your assets? Are you wondering how you could legitimately manage your tax liabilities? These are all questions I can help answer.

Retirement Planning: Are you saving up for retirement and need a plan, or are you nearing retirement and want to start accessing your provisions? Are you gradually phasing into retirement? I can help create, implement and monitor your income plan to make sure you are doing so in a way that helps you live the life you envisaged.

Adam Cockerham is a member of The Personal Finance Society, The Society of Mortgage Professionals and The Chartered Insurance Institute

William Dixon & Associates Ltd is an appointed representative of Openwork and is registered in England & Wales no. 7167341. Registered Office at William Dixon & Associates Ltd , The Old Barn , Clays End, Newton St Loe , Bath , BA2 9DE, UK
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.

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