A view over Bath, Uk
Adam Cockerham (APFS, Cert SMP)

CHARTERED FINANCIAL PLANNER

WILLIAM DIXON & ASSOCIATES LTD

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INTEGRITY & PASSION

My name is Adam Cockerham and I am a Chartered Financial Planner based in Bath. I pride myself in providing a very down to earth and honest approach to my client’s financial needs. I specialise in mortgage and protection advice, inheritance tax planning, and investments and pension reviews, I help people with their aspirations, and work with them on a strategy to make them a reality through long-term working relationships. What gets me out of bed on a morning, is a genuine love for helping people prosper, irrespective of their circumstances.

Discussing a financial plan doesn’t have to involve jargon or complexity that you don’t understand. It just needs a highly-qualified, honest and friendly professional to help you make the most of your financial situation. That is exactly what I’m here to do.

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Services

  • Retirement Planning Icon

    Retirement Planning

    Pre and Post Retirement
    Pension Reviews
    Lifetime Cash Flow
    Income and Expenditure Needs
  • Estate Planning Icon

    Estate Planning

    Inheritance Tax Planning
    Legacy Creation
  • Tax Planning Icon

    Tax Planning

    Tax Wrappers
    Utilising Allowances
    Tax Efficient Investments
  • Protection Icon

    Protection

    Income Protection
    Mortgage Cover
    Life and Critical Illness Cover
    Business Protection
  • Mortgages Icon

    Mortgages

    First Time Buyers
    Residential
    Buy to Let
    Remortgage
  • Investments & Savings Icon

    Investments & Savings

    Wealth Management
    Stocks and Shares ISAs
    Personal Pensions
    Investment Accounts
    Investment Bonds
    Alternative Investments
  • Analysis Icon

    Analysis

    Goals and Objectives
    Attitude to Risk
    Current Financial Status
    Pension and Investment Analysis

Contact me today to Arrange a Free Initial Consultation

William Dixon & Associates

I work with a long-standing and reputable company in the local area called William Dixon and Associates Ltd, who have looked after the financial wellbeing of clients for over 26 years. Within the practice there are a number of fully qualified Financial Advisers, as well as experienced support staff. With a wealth of combined experience totalling more than a century, we are well-served as a business to look after you.

This is my own website detailing my services as a Financial Adviser, of which all operate as part of William Dixon and Associates Ltd. For the main business website please visit www.wdanda.com

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"Adam has really helped to put my mind at ease. The whole advice process around my investments was explained in a patient, down to earth, and easy to understand manner. Adam clearly puts the best interest of his clients at the centre of everything he does"

T Hardy, Chepstow - 2018