William Dixon and Associates Ltd
Daniel Gratton is a financial professional with extensive experience in financial planning and recruitment. Currently serving as a Financial Planner at William Dixon and Associates Ltd since July 2022, Daniel previously held roles as a Senior Recruitment Consultant at Heat Recruitment from November 2017 to July 2022 and as an Associate Financial Planner at Beckford James Chartered Financial Planners from January 2016 to November 2017. Earlier career experiences include a Technical Administrator position at Chase de Vere and a Paraplanner role at Affinity Financial Awareness. Daniel holds a Bachelor's degree in Accounting and Finance from Nottingham Trent University, earned between 2010 and 2013.
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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