About WD&A
We are a friendly and happy team of financial advisers and support staff, with over 200 years of collective experience in financial services. Whilst we are highly-qualified in our profession, our clients really value the calm, pragmatic and plain-talking approach we take. There is no need for complicated terminology. Our job is to translate the complexity into simplicity.
Quality, Experience & Trust
Founded in 1992 by William Dixon, the company has grown from strength to strength and successfully navigated clients through the peaks and troughs of the world of finance. We are small enough to keep a very personal relationship with the people we work with, but large enough to offer stability and consistency. We are proud to have been entrusted with over £100m of people’s money and we respect that no matter how large or small their net-worth is, their money is very important to them. We are part of The Openwork Partnership, one of the largest networks of financial advisers in the country. We are proudly one of the partnership’s largest partners in the South West and have become a Strategic Partner Firm within the network, which is testament to our client outcomes, direction and vision.
Our people
Our people tend to join us and stay with us for a very long time. We have a really flexible working culture here at WD&A and enjoy a close, friendly atmosphere amongst our colleagues. Our financial advisers, management team and support staff come from a variety of backgrounds and we are able to match our clients with the most suitable adviser for their needs.. We are a growing team too, with high ambitions.
Will Dixon
Director & Financial Planning Consultant
Rob Edney
Director & Financial Planning Consultant
Adam Cockerham
Director & Chartered Financial Planner
Helen Foster
Director & Mortgage/Protection Adviser
Cath Coughlan
Chartered Financial Planner
Joshua Harding-Wyatt
Chartered Financial Planner
Clare Bamford
Personal Assistant
Rachel Collier
Personal Assistant
Michelle Heaford
Personal Assistant
Daniel Gratton
Financial Planner
Cole Gunning
Financial Planner
Sam Bowrey
Financial Planning Consultant
Mandy McCarthy
Personal Assistant
Emma Kensington
Personal Assistant
Colin Durrant
Financial Planning Consultant
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.
We are part of The Openwork Partnership
The Openwork Partnership is one of UK’s largest and longest-established financial advice and investment companies.
Through many changes and challenges we have been a constant presence for over 45 years. We have served over two generations of clients and together seen a lot of change.
Giving back
We’re proud to support the Openwork Foundation registered charity (number 1184592).
Their mission will always be to make a positive difference to vulnerable children and adults; from new-born babies to those in later life.