Retirement & Pension Planning

Plan with confidence by learning from real experiences, gaining insights, and preparing for a secure retirement.

Retirement Planning

We are are experts in the complex pension world. The benefits, investments, tax implications and accessibility of pensions can vary dramatically from scheme to scheme. We help unpick their nuances and put existing assets under the microscope. We also help people who are just getting started and need to set up new employer schemes or private schemes.

Dedicated Support

You’ll receive consistent, one-to-one guidance tailored to your goals.

Transparent Fees

Our fee structure is simple, transparent, and easy to understand.

Holistic Advice

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

Long‑Term Partnership

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

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

Reach out to us.

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Testimonials

Client Feedback & Reviews

      EXCELLENT  
   Based on 57 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Ray Stoneman 
 
 
 
 Trustindex verifies that the original source of the review is Google. Cole Gunning Financial Advisor Extraordinaire

We came across Cole Gunning essentially by accident, through a marketing ad.

We were feeling like we had lost our sense of direction with our finances and needed an independent mind to make some suggestions on how best to bring our various investments and assets to best use.

It was clear from the first meeting Cole’s calm, confident, professional and knowledgeable approach was precisely what we needed in a financial advisor.

In short order, he returned with a comprehensive, logical and understandable strategy to move forward.

He enabled us to maximise our returns on our investments and was able to help us with a creative financing project, where others had failed.

He is without doubt a giant among financial advisors, and we are lucky to have him on our team !

We would thoroughly recommend using his services and expertise.

Ray & Gill
  
 
      Posted on Google  
   
   Evie rose cameron 
 
 
 
 Trustindex verifies that the original source of the review is Google. Would highly recommend! We knew Josh through family who kindly put us in contact with Helen Foster to be our financial advisor when buying our first home. Helen was incredibly kind and personable. Even though buying our first home was extremely stressful, Helen made sure that we felt in control and understood every step. We are extremely thankful for all her time and hard work in our case and will be in touch if we need to use her services again. Thank you Helen! - Evie and Will
  
 
      Posted on Google  
   
   David Burton 
 
 
 
 Trustindex verifies that the original source of the review is Google. We've benefitted from Caths' services for many years. Cath provides a personal, friendly service and explains investment options very clearly. I would have no hesitation in recommending Caths' services
  
 
      Posted on Google  
   
   David Crofts 
 
 
 
 Trustindex verifies that the original source of the review is Google. WD&A have advised us for many years. Sound advice, meticulous attention to detail and swift response to e-mails and phone calls. Highly recommended.
  
 
      Posted on Google  
   
   Steve Tarr 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have been with William Dixon & Associates Ltd for many many years, I think when we first joined it was Save and Prosper and then there was one other name change but currently WDA Ltd and in all those years and that’s 40+ we have had different advisors sadly some who have now departed us 🥲 but as a young family back then growing up and starting our own family all these advisors all very professional in what they did never pushed us into anything and understood our needs and more importantly our financial limitations and advised accordingly and then not only became advisors but our friends to, I sadly attended dear David’s funeral as he was like a family member to us and he is sorely missed by us both and my now grown up children who also use the services of WDA. Our current advisor Rob continues to give us the respect and support that we have become accustomed to also a big shout to the background personnel ie secretaries etc for their great customer service support all in all a great company to deal with and as the Strictly Judges would say 10 10 10 10.
  
 
      Posted on Google  
   
   Hannah Jenkins 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been planning my finances and retirement with Adam at WD &A for a couple of years now and he has been brilliant. I feel as though all of my finances are in order for once!
  
 
      Posted on Google  
   
   Chris James 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent, we love visiting WDandA at their new premises. Our conversations with Rob Edney are always so good - he's caring, expert and thoughtful - and very good humoured! Very  best, Chris
  
 
      Posted on Google  
   
   Julia Iles 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great team of people to work with. Over the years we've been using the services of WD&A they've really looked after us. I highly recommend them.
  
 
      Posted on Google  
   
   Corraine COLLINS Dance Studios 
 
 
 
 Trustindex verifies that the original source of the review is Google. A very long and happy association with this excellent, professional company. We feel ‘safe in their expert financial hands!’

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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