top of page
IMG_1732 (1)_edited.png

Helping Wiltshire families and businesses with confidence and clarity.

Professional and personal Financial Advice for Trowbridge, Westbury, the surrounding areas & beyond. Providing Financial Advice across Wiltshire.

Your first meeting is of no obligation, fee-fee and zero pressure.

For expert financial advice on Pensions, Investments, Mortgages and Protection.

member.png
LIBF cert.png
LIBF prot award.png
certified-mortgage-adviser.png
LIBF_Part_of_Walbrook_Logo_1_vqkcfl.webp

I am proudly a Certified Professional in Financial Advice and Certified Mortgage Adviser from the London Institute of Banking and Finance.

Part of William Dixon and Associates 

WDANDA.png

For a fee-free, no obligation chat call me on 07359081788

​​

A key part of the financial advice process is deciding what services you would like and to agree how you would like to pay for them.

​

At this stage of the process, we will agree with you your priorities and the appropriate fees prior to commencing any work.

​

We cannot charge you a fee for work completed without your prior agreement.

​

Please ensure you are clear about the services you want and how you will pay for them before we proceed with any work that may incur a charge.

 

We will not exceed a specified budget limit without first consulting with you and receiving your written commitment to proceed further.

 

The cost of this consultation will be covered entirely by me.

image_edited.png





"He is without doubt a giant among financial advisors, and we are lucky to have him on our team! We would thoroughly recommend using his services and expertise."

© 2024 Cole Gunning - Financial Adviser

 

William Dixon & Associates LTD is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority

​

Address: Hartham Park, Hartham Lane, Corsham, Wiltshire, England, SN13 0RP

Registered number: 07167341

​

Privacy notice

​

  • Facebook
  • LinkedIn

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK

​

APPROVED BY THE OPENWORK PARTNERSHIP ON 21/01/2025

bottom of page