About Adam Cockerham

Hi There

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 over 8 years ago, after meeting my wife, Sophie. We live at home with our son, Arthur and daughter, Arabella (and cat Elvis, of course).

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, playing with my children, enjoying exercise or reading up on current affairs, economics or psychology. I also enjoy writing. I am a published Author and have had opinion pieces published by Financial Times publications that can be found here.

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.

Qualifications

Masters Degree in Applied Economics (Banking and Financial Markets)

Fellow of The Personal Finance Society

Level 7

Chartered Financial Planner Status

Level 6

Advanced Diploma in Regulated Financial Planning

Level 6

Bachelors Degree in Business Information Technology

BSc

Diploma in Regulated Financial Planning

Level 4

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

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

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

I have completed the PIMFA ESG Academy for Wealth Managers, an industry recognised course for the Environmental, Social and Governance (ESG) sector.

Media & Press

Financial Planner Life Podcast

I have also appeared on the Financial Planner Life Podcast where I discuss mentoring new financial planners coming through into the industry.

Financial Times Adviser

I was pleased to share an opinion piece which was published by the Financial Times Adviser, where I explore the benefits of personal finance professionals having a better grasp on the bigger picture. Please click here to see the full publication.

I have also published an opinion piece on risk, and whether risk is subjective or objective. The full article can be found of the Financial Times Adviser website here.

William Dixon & Associates Ltd

I don’t work alone. I value the experienced and dynamic team I have around me. I work within, and leverage resources available to me, through a long-standing practice that has been serving the South West for 30 years with over £100m of assets under advice. With experienced administration staff to work with, I can focus on what’s important; spending time with my clients and providing valuable financial advice. More about WD&A can be found on the William Dixon & Associates Ltd website.