About me

Let's Work Together
Book a free initial consultation with no obligation Book Now

My name is Adam Cockerham and I am a Chartered Financial Planner based in Bath, Bradford on Avon, and the South West of England. I moved here from Leeds 5 years ago, after meeting my wife, Sophie. We live at home with our son, Arthur and cat, Elvis. I got into Financial Planning as I have a genuine passion and aptitude for numbers, macroeconomics and personal finance. I love doing what I do, because I get to spend every day working in a field that I find so very interesting, whilst helping people make more of their situation and building long-lasting relationships with them. When I’m not at work , I’m having fun with my family, wrestling my son, enjoying exercise, or reading up on current affairs (mainly finance and economics). I’d love to have a catch up with you about your circumstances, in a friendly, open and straightforward way with no pressure or obligation. Please do get in touch whenever you’re ready.

My Qualifications
Level 7 – Fellow of The Personal Finance Society
Level 6 – Chartered Financial Planner Status
Level 6 – Advanced Diploma in Regulated Financial Planning
BSc – Bachelors Degree in Business Information Technology
Level 4 – Diploma in Regulated Financial Planning

Individual Certifications

  • AF6 – Senior Management and Supervision
  • R01 – Financial Services, Regulation & Ethics
  • R05 – Financial Protection
  • R03 – Personal Taxation
  • R02 – Investment Principles & Risk
  • R04 – Pensions and Retirement Planning
  • R06 – Financial Planning Practice
  • R07 – Advanced Mortgage Advice
  • J05 – Pension income Options
  • CF6 – Mortgage Advice
  • AF3 – Pension Planning
  • J02 – Trusts
  • AF5 – Financial Planning Process
  • AF1 – Personal Tax and Trust Planning
  • AF6 – Senior Management and Supervision
  • ER1 – Equity Release
  • LP3 – Life and Pensions Principles
  • LP1 – Life and Pensions Customer Operations
  • CF8 – Long Term Care Insurance


Achievements

Fellow of The Personal Finance Society

Chartered Financial Planner Status – The ‘Gold Standard’ in Financial Advice.

An excellence award from Openwork, one of the UK’s largest financial advice networks.


Press

I was delighted to be mentioned in the local press, for becoming a Fellow of The Personal Finance Society, the very highest designation awarded by my governing body (The Chartered Insurance Institute). After a gruelling series of exams over a number of years, I was awarded this designation. I took on this journey, because it equipped me with the technical knowledge and expertise to do the very best for the people I work with.


Where I work

Whilst I am a Financial Adviser based in Bath, Bradford on Avon and the surrounding areas, I have clients all over the country. From Leeds to London, and from Newcastle to Newquay! I can also work with my clients via video conferencing, telephone, face to face or a combination of them all. Simply get in touch, and we can go from there and find an approach that works for you.


William Dixon & Associates Ltd

I don’t work alone. I value the experienced and dynamic team I have around me. I work within a long-standing practice that has been serving the South West for 30 years. With experienced administration staff to work with, I can focus on what’s important; spending time with my clients and providing valuable financial advice.

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.

©2020 BB Studio