Professional Financial Advice

Here at William Dixon & Associates Ltd, we have been providing high quality financial advice to our clients in Bath, Wiltshire and the South West for over 30 years and have been entrusted with approximately £200m of their money.
We're here to help

What to expect from us

Our clients can expect a detailed and committed service from us. We take our duty of care very seriously and have a ‘quality over quantity’ mantra. Before taking on any client, we have a first meeting with no obligation, to see if we’re a good fit. Confidentiality is respected and honoured at all times.

No obligation first meeting.

Open, collaborative discussions and detailed fact-find.

Advice and implementation of plan.

The value of your investments and any income from them can fall as well as rise. You may not get back what you invested.
We're your financial partner

We provide friendly and collaborative financial advice for individuals, families and businesses.

Retirement & Pension
Planning

Planning and managing retirement income can be complex.

We help our clients structure their provisions, invest wisely, and draw income sustainably.

Our detailed appraisals simplify existing schemes and ensure a smooth, stress-free retirement. We act as your accountability partner and take your financial security seriously.

Tax-Efficient Investments & Inheritance Tax Planning

Investment planning is much more than picking portfolios or the flavour of the month.

We help clients choose suitable, diversified investments, tailored to their goals, circumstances, and tax position. The journey always has the destination in mind.

Our long-term approach builds clear, sustainable strategies designed to achieve lasting financial success.

Mortgage & Protection
Advice

Sorting your mortgage or family protection can feel overwhelming, but it doesn’t have to be.

We help clients secure the right mortgage, income protection, and life insurance from a broad range of different providers and lenders.

Our experienced advisers ensure everything is arranged safely, providing clarity and confidence for the future.

The value of your investments and any income from them can fall as well as rise. You may not get back what you invested.

HM Revenue and Customs practise the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP WITH REPAYMENTS ON YOUR MORTGAGE
HOW WE CAN HELP

Want to talk more about your own plans?

The first meeting with us is at our own expense and comes with no obligation whatsoever. You will have the opportunity to decide if we’re the right fit for you.

Retirement Planning

How are my pensions performing? How can I access my money? Do I have enough to live on in retirement? What options do I have?

Investment Planning

What should I do with my savings? What are the risks? How do I maximise my tax position?

Inheritance Tax Planning

What allowances does my estate have? How do I reduce my inheritance tax liability? Can I still access it?

Mortgages & Remortgages

What rates are available currently? What can I afford? Which lenders will consider my application?

Financial Protection

How do we protect our loved ones if we die or become sick? How do we ensure we stay in our home? How do we protect our financial security?

Cashflow Forecasting & Coaching

Will I run out of money? How realistic are my goals? How much do I need to save? How do market movements impact this? What if something unexpected happens?

Why WD&A?

William Dixon & Associates Ltd

We’re a friendly bunch of highly-qualified and experienced people, who love to help our clients navigate the ever-evolving world of money. 

With guidance, support and advice, we can ensure the people we work with stay on track over the long term. We are also not afraid to challenge if we feel it is in our client’s best interest.

The strong and close relationships we have with our clients is why most of our work comes from referrals from existing clients and professional connections that we have worked with for many years. We are proud to be a trusted partner in the local community and have been for many years.

Dedicated Adviser

You’ll receive consistent, one-to-one guidance tailored to you from an expert, FCA-regulated adviser.

Transparent Fees

Our fee structure is simple, transparent, and easy to understand. Once we understand your position, we will tell you what the costs will be, before you commit.

Holistic Advice

Comprehensive financial planning across pensions, estate planning, investments, protection, mortgages and financial coaching.

Long‑Term Partnership

We build lasting relationships, offering ongoing support throughout changing circumstances.

time to get your affairs in order?

Take Control of Your Future

Gain clarity and confidence with your future plans and access expert advice that is aligned with your values.

FAQs

Most Commonly Asked Questions

We offer a variety of fee options of which you choose your preferred option. This includes an hourly rate, a tiered percentage of assets that is dependant on value and also options for ongoing advice and management. Once we know your circumstances, we will be able to provide a detailed assessment of fees and you can choose how and if you'd like to proceed.

No. We work from a recommended fund list of the world's top investment managers and providers. Wherever we advise your money goes, has gone through a strict vetting process.

We very rarely have clients leave us but we appreciate things can change. We will proactively help, without friction, you move onto pastures new if you decide to. We will not charge you any additional fees.

We have a large team of expert advisers and we can discuss with you your preferred new point of contact. With that said, we pride ourselves in our team staying with us on a long term basis due to our friendly and professional culture.

Our head office is in Corsham, Wiltshire, but we have advisers based all over the country.

No. We have a broad and growing advisory team and will no doubt be able to help, or at least guide you int he right direction. Financial planning is important for everybody, not just the wealthy.

We offer both options depending on your preference and locality. Our clients get to decide how they work with us.

We tailor our approach depending on the circumstances. This can involve inviting additional people to our meetings, operating under power of attorney or holding more frequent meetings. Full details are in our vulnerable client brochure that we are more than happy to provide. We also have a duty of care to identify vulnerabilities ourselves and will discuss this openly with you and your family.

We pride ourselves on our culture

It’s an easy thing to say, but for us it’s also easy to prove. We’d love the opportunity to showcase our approachable yet professional culture to you.

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