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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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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.


Will Dixon
Will Dixon, Director & Financial Planning Consultant
Tel. 01225 874 102
Mobile. 07774 141105
Email. will.dixonwdanda.com
Will is the founder of the business and is a fully qualified financial planning consultant advising on a broad range of areas including regulated pensions, investments and small business advice. Will deals with both individual clients and small businesses and has extensive experience over the last 20 years since he set the business up. a Financial Planning Consultant advising on a wide range of products.
Rob Edney
Rob Edney, Director & Financial Planning Consultant
Tel. 01225 874 102
Mobile. 07971 547520
Email. rob.edneywdanda.com
Rob has a dual role within the organisation. 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 which is where his main responsibilities lie, mainly operating in the more complicated regulated pensions and investment markets. Rob has been with WD&A since 2000 and has over 18 years experience in the Financial Industry.
Colin Wells
Colin Wells, Financial Adviser
Tel. 01225 874 102
Mobile. 07928 683969
Email. colin.wellswdanda.com
Colin has over 15 years experience in the Financial Services industry after a long and successful career in teaching. He is a fully qualified Mortgage & Protection Adviser whose main business is in discussing and arranging mortgages and protection for his clients. Many of Colin's clients have been looked after by him since he joined WD&A some 15 years ago and grows his business through mainly personal recommendations.
Cath Coughlan
Cath Coughlan, Financial Adviser
Tel. 01225 874 102
Mobile. 07870 597463
Email. cath.coughlanwdanda.com
Cath joined us in January 2012 as a fully qualified Chartered Financial Adviser. She has over 14 years experience in the Financial Services Industry, mainly in the Training & Development side but is now advising on all areas of financial planning.
Adrian Murgatroyd
Adrian Murgatroyd, Senior Financial Consultant
Tel. 01225 874 102
Mobile. 07568 568575
Email. adrian.murgatroydwdanda.com
Adrian joined us from another practice in March 2013. Adrian is a fully qualified Financial Planning Consultant with over 27 years experience in the Financial Services industry having run his own practice with Abbey Life then later, Allied Dunbar. Adrian has a wealth of knowledge and is able to advise on all areas apart from Mortgages.
Helen Foster
Helen Foster, Financial Adviser
Tel. 01225 874 102
Mobile. 07748 151505
Email. helen.fosterwdanda.com
Helen brings a wealth of experience to WD&A, having worked as the Practice Manager for the past 7 years, after having her daughter in 2014, Helen decided to obtain the industry qualifications to progress her role into a Financial Adviser and now helps clients obtain mortgages as well as advises on Protection policies. Helen also works closely with Rob Edney and Will Dixon, assisting them with their mortgage and protection clients and any other projects that arise.
Adam Cockerham
Adam Cockerham, Financial Adviser
Tel. 01225 874102
Mobile. 07468 897479
Email. adam.cockerhamwdanda.com
Adam prides himself in providing a very down to earth and honest approach to client’s financial needs. I Adam specialises in mortgage and protection advice, inheritance tax planning, and investments and pension reviews helping people with their aspirations, and working with them on a strategy to make them a reality through long-term working relationships.

Discussing a financial plan doesn’t have to involve jargon or complexity that you don’t understand. It just needs a highly-qualified, honest and friendly professional to help you make the most of your financial situation. Tha
Clare Bamford
Clare Bamford, Personal Assistant
Tel. 01225 874 102
Email. clare.bamfordwdanda.com
Clare joined us in 2014, initially on a part-time maternity cover basis but decided to stay. Clare’s wealth of experience as a Senior Project Manager over the past 10 years means that she is used to keeping projects to schedule and communicating with a range of clients. Clare works alongside Will, managing all his projects and liaising with his clients to ensure that projects are kept on track and any problems that arise are dealt with quickly and efficiently.
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