Adam Cockerham - Chartered Financial Adviser in Bath

Adam Cockerham - Chartered Financial Adviser in Bath

Adam Cockerham - Chartered Financial Adviser in Bath is a verified pro service provider Certificate of Excellence 2019

Adam Cockerham - Chartered Financial Adviser in Bath locationBath, Bath and North East Somerset

(2 Reviews)

My name is Adam Cockerham and I am a Chartered Financial Planner based in Bath. I pride myself in providing a very down to earth and honest approach to my client’s financial needs. I specialise in mortgage and protection advice, inheritance tax planning, and investments and pension reviews, I help people with their aspirations, and work with them on a strategy to make them a reality through long-term working relationships. What gets me out of bed on a morning, is a genuine love for helping people prosper, irrespective of their circumstances.

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. That is exactly what I’m here to do.

  • 4 hours average response time
Adam Cockerham - Chartered Financial Adviser in Bath Reviews

Reviews


Review of Adam Cockerham - Chartered Financial Adviser in Bath by Rob Fox
5 Rob Fox

Adam is very professional, understanding and above all.... listens!
Great service, great advice and a very nice bloke!
I could not recommend his services enough, if you have any questions around your finances, ask Adam!!!

Review of Adam Cockerham - Chartered Financial Adviser in Bath by Tom Hardy
5 Tom Hardy

Adam has really helped to put my mind at ease. The whole advice process around my investments was explained in a patient, down to earth, and easy to understand manner. He clearly puts the best interest of his clients at the centre of everything he does.

Once again, thank you very much, Adam.

Adam Cockerham - Chartered Financial Adviser in Bath


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Adam Cockerham - Chartered Financial Adviser in Bath Q&A

Company Q&A

What do you love most about your job?

Making peoples financial goals become a reality. It is single handedly the most important part of the job. When people tell me 'It wouldn't have been possible without you' is the biggest sense of professional pride.

What inspired you to start your own business?

To help others in a way that doesn't have to be pressured, complicated or difficult to understand. I believe people just want good, honest and open discussions so they can make informed decisions.

Why should our clients choose you?

There's no flashy, high-brow jargon with me. I'm a down to earth and friendly guy who knows the ins and outs of personal finance and I help people make the most out of their financial situation.

Services provided by Adam Cockerham - Chartered Financial Adviser in Bath

Services

Pension Planning

Investment Advice

Mortgage Advisor

Life and Critical Illness Insurance

Estate Planning

Tax Planning

Retirement Planning

Financial Reviews

Analysis of Assets

Safely Decumulating Assets

Work history from Adam Cockerham - Chartered Financial Adviser in Bath

Work History

Chartered Financial Planner

William Dixon and Associates Ltd

As a Chartered Financial Planner, I represent the 'Gold Standard' of financial advice and am proudly part of the top tier of Financial Planners in the country.

  • 4 hours average response time

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