The William Dixon and Associate Ltd Team
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Meet the team
William Dixon - Director & Financial Planning Consultant
Will is the founder of the business and is a financial planning consultant advising on a wide range of products. He has been advising for 18 years originally as a sole trader with Allied Dunbar and then with Zurich Advice Network and now Openwork. Will’s strengths lie in face to face advice with his clients which is where his main focus lies.
Rob Edney – Director & Financial Planning Consultant
Rob has a dual role within the organisation. His main responsibility is in the day to day running of the Practice. He undertakes all the compliance functions for the Practice and is in charge of training recruits that join WD&A. Rob is also a fully qualified financial planning consultant, mainly operating in the more complicated regulated pensions and investment markets. Rob has been with WD&A since 2000 and has over 16 years experience in the financial services industry as an adviser with Natwest, Pearl, and running his own business within Allied Dunbar.
David Martin – Snr Financial Planning Consultant
David has some 30 years experience in the financial services industry having worked with Hill Samuel, Allied Dunbar, Zurich Advice Network, and now with Openwork through WD&A. David has in the past run his own successful franchise and is very much an expert in the investment and inheritance tax planning markets.
Colin Wells – Financial Adviser
Colin has some 12 years experience in the financial services industry after a long career in teaching. A fully qualified mortgage adviser whose main business is in the mortgage and protection markets.
Graeme Morrison – Financial Adviser
Graeme is the latest addition to the team. He has over 7 years experience in the mortgage market in an advised telesales environment. He joined us in September 2007 and is a mortgage and protection adviser. Graeme’s long term view is to train to be a Financial Planning Consultant within WD&A.
Helen Foster – Practice Personal Assistant
Helen brings a wealth of experience to the adviser admin support side of WD&A, having worked as a Personal Assistant for the last 8 years in a number of businesses. Her main duties include the day to day running of the office in Bath, liaising with advisers to ensure business is issued and any problems are resolved quickly and efficiently and Helen also manages all the projects that WD&A run.