Adam Cockerham - Chartered Financial Adviser in BathCertificate of Excellence 2019
Bath, 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.
Adam Cockerham - Chartered Financial Adviser in Bath
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.
Life and Critical Illness Insurance
Analysis of Assets
Safely Decumulating Assets
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.
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