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Helping you prudently strategise and plan your business finances.

Financial planning is often perceived to benefit individuals, but this is far from the truth. How do you effectively utilise your business’ capital? Can my company make investments? How do you extract funds tax efficiently from the business? What would happen if your business partner suddenly fell ill, or died? These are all questions I can help to answer.

What my clients say

Adam set up my pension plan, advised me regarding finances and guided me to choose the very best healthcare insurance plan. He has been amazing and has always made me feel looked after. Would recommend.

NSM Training & Consultancy (NSMTC) February 2020

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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