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.
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.
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.