William Dixon and Associates Ltd
Adam Cockerham is a Director and Chartered Financial Planner at William Dixon and Associates Ltd, providing compassionate financial planning services to individuals and businesses in the South West since June 2018. In addition to this role, Adam serves as a Finance Link Governor at Winsley Primary School, assisting with financial governance and budget matters. Previously, Adam founded Adaptable Speechwriting, specializing in writing and mentoring for social and political events, and worked as a Paraplanner at Unividual Limited, gaining expertise in holistic financial advice. Earlier career experience includes roles such as Business Development Manager at Flight Centre Travel Group and Sales and Marketing Manager at CFM Memberdrive. Adam holds a Bachelor of Science degree in Business, Management, Marketing, and Related Support Services from Northumbria University and a Postgraduate Diploma in Economics from the University of London.
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William Dixon and Associates Ltd
With over 30 years experience in helping the financial wellbeing of our clients, we are a reputable and established financial advice practice based in Bath. William Dixon & Associates was established in 1992 by William Dixon as a Sole Trader. In April 2010 we took the step of becoming a Limited Company and we are now trading as William Dixon & Associates Ltd. We are proud to have a team of dynamic and committed finance professionals with a combined experience of over 80 years in the financial services industry. Drawing on these resources we are able to advise our clients on a wide area of financial matters. Approved by The Openwork Partnership on 22/05/202