WILLIAM DIXON & ASSOCIATES - Key Persons
Job Titles:
- Chartered Financial Planner
- Director & Chartered Financial Planner
Adam is a Chartered Financial Planner and prides himself in providing a very down to earth and honest approach to client's financial needs. Adam is a Financial Adviser based in Bath, Bradford on Avon and the surrounding areas. Adam specialises in investment and retirement planning, inheritance tax planning and tax efficient planning and structures. Adam became a junior shareholder and director of the company in April 2021. You can learn more about him here Adam likes to spend his spare time with his wife and two young children, whilst also enjoying his food and wine!
Job Titles:
- Chartered Financial Planner
Cath joined us in January 2012 as a fully qualified Chartered Financial Planner. Cath has many years experience in the Financial Services industry. Cath started out her career training and developing other financial advisers and has a wealth of experience. She has an analytical mind and is detail-orientated. Cath has recently become a Fellow of the Personal Finance Society which is one of the highest accolades available for financial advisers. If Cath isn't looking at financial data, you can find her on the tennis court!
Clare joined us in 2014, initially on a part-time maternity cover basis but decided to stay. Clare's wealth of experience as a Senior Project Manager over the past 10 years means that she is used to keeping projects to schedule and communicating with a range of clients. Clare works alongside Will, managing his projects and liaising with his clients to ensure that projects are kept on track and any problems that arise are dealt with quickly and efficiently.
Dan is a Qualified Financial Planner who prides himself on presenting advice in an easily understandable way, ensuring that jargon is kept to a minimum and that client needs are met in the most suitable and timely fashion. Dan specialises in retirement and investment planning and additionally provides a full mortgage and protection service. Dan likes to spend time with his family and friends and is an avid gym goer and tennis player. In his down time he can be found trying out new restaurants and enjoying a good glass of wine!
Job Titles:
- Mortgage & Protection / Operations Manager
Helen brings a wealth of experience to WD&A, having worked as the Practice Manager for the past 12 years. After having her daughter in 2014, Helen decided to obtain the industry qualifications to progress her role into a Financial Adviser and now helps clients obtain mortgages as well as advises on protection policies. Helen also works on the firm's bigger projects and manages the administration department of the business and ensures clients are continually receiving a high level of service. Helen is now enjoying her now home which her and her husband built from scratch. Having done this before, they are now quite the experts!
Job Titles:
- Chartered Financial Planner
Josh is very passionate about financial education and enjoys helping clients put plans in place to achieve their financial goals and aspirations. He specialises on a wide range of financial areas including; Retirement Planning & Pension, Savings & Investments, Mortgages inc Residential and Buy to Lets and Personal and business protection.
Josh has worked in the Financial Services industry for over 12 years gaining valuable industry knowledge and is Chartered Status.
Martin has been working as a financial adviser for over 10 years formerly working for Nolan Phillips Ltd then moved across to William Dixon & Associates in April 2019, having worked in engineering for most of his previous career. Martin can offer expert advice in areas including investments, pensions, mortgages and protection, together with a friendly manner and diligent approach to the service he offers to his clients.
Michelle joined the company in November 2019 working part time as a Personal Assistant for Rob Edney. Michelle has worked closely alongside Helen who has provided her training and knowledge of the role. Michelle has nearly 30 years of administration experience, her first role being within Corporate Taxation and last role Account Managing within a manufacturing business.
Rachel has worked in Financial Services for 12 years, more recently working with Nolan Phillips Financial since 2016 until it became part of William Dixon and Associates Ltd. Rachel works closely with Adam and alongside the other advisers, ensuring the smooth running and processing of their business. Rachel also works alongside Helen with completing projects for the business.
Job Titles:
- Director & Financial Planning Consultant
- Financial Planning Consultant
Rob is a fully qualified Financial Planning Consultant with over 25 years experience in the industry. Rob tends to specialise in advising clients on their Pension & Investment requirements, which range from simple investments to more complex inheritance tax planning. Rob has a wealth of experience in consolidating pension plans and advising clients on how best to draw their income in retirement using detailed technology and analysis tools. Rob has also helped many clients in reducing their tax liability through investing in tax efficient wrappers. Rob is an avid golfer, with a handicap that is the envy of many of his peers!
Job Titles:
- Founder
- Director & Financial Planning Consultant
Will is the founder of the business and is a fully qualified Financial Planning Consultant, advising on a broad range of areas including regulated pensions, investments and small business advice. Will deals with both individual clients and small businesses and has extensive experience over the last 30 years since he set the business up. Will is a family man and keen runner. You may find him running up a mountain in his spare time!