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 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.


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


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


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.