Investments & Pensions

Let's Work Together
Book a free initial consultation with no obligation Book Now

Finding a suitable savings vehicle for your specific needs and sentiments

The world of investing can seem alien to many. It is often plugged with unnecessary jargon and confusion, which can seem very off-putting. I pride myself in working in a very down to earth and friendly way with my clients, to help them work out a good home for their hard-earned.

With returns on savings at all-time lows, inflation can be a significant risk to the buying power of your money over time. A detailed appraisal of your tax position, wider assets, emergency funding and attitude towards investment risk can help identify what might be suitable for you. Whether you’re a cautious type, more adventurous, or anything in-between, there’s a potential to make more of your situation and add value to your planning.

It might be that you already have an investment or pension scheme and want to review the suitability and effectiveness of its structure in relation to your long term plans.

What my clients say

“Adam recently helped us with some changes to our savings. He was very personable and extremely knowledgeable. He was able to fully understand our needs and found the perfect products for our requirements, We would not have been able to access these accounts without his assistance. Very highly recommended.”

A Taylor / March 2019

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.

©2020 BB Studio