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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Welcome to William Dixon & Associates

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 financial 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.  

We specialise in meeting our clients face to face either at home or their place of work, so that we can accurately assess their financial requirements. Alternatively you could visit us at our office on the outskirts of Bath where there is ample parking for visitors.  

All our financial planning consultants are professionally qualified to recognised industry standards, and all advice is given with no obligation in the utmost confidentiality

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