How I Work with You

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This diagram illustrates the process of how I work with my clients on helping them achieve their financial goals. It starts from understanding your current position and your individual needs and objectives. I then assist you in planning ahead, and implementing a strategy to help you get there. It is then paramount that we keep you on track on an ongoing basis by regular reviews and building an ongoing relationship.

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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