William Dixon & Associates Ltd
Corsham
Corsham
I have been working in the Financial Services for 15 years in a variety of different roles and for a number of financial companies across many different areas in the sector.
Money and Finance has always been an interest of mine and I now have the pleasure and privilege of helping and educating clients about their financial affairs.
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Retirement Planning
Using cashflow analysis tools I help my clients understand how much they will require to achieve their dreams in retirement and help guide them through the Pension jargon. I help my clients set up pensions, consolidate multiple pensions into 1 to achieve the best outcomes, provide advice on suitable investment strategies designed for them and help them start taking benefits either using Drawdown or Annuities.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Financial Protection
Have you ever thought about what would happen to your family and home if you were unable work or if you passed away tomorrow? Apologies for the morbid questions but when are we actually asked, challenged or even think about these subjects? Did you know the NHS states that “1 in 2 people will develop some form of cancer during their lifetime”( https://www.nhs.uk/conditions/cancer/). It’s a horrible thought and most people’s response is, “it won’t happen to me” but what if it did… I ensure that if the peripheral hits the fan then you and your family will be financially secure whether its paying off the mortgage or replacing your income whilst you cannot work. I help source and implement personal and also business protection to protect your family and/or business against financial scrutiny.
Mortgages
Using my expertise and experience I research the market to make sure I find a mortgage to best fit my client’s needs and financial situation. I help with buying both commercial and residential properties including buy to lets.
Your property may be repossessed if you do not keep up repayments on your mortgage.
Commercial and some buy to let mortgages are not regulated by the Financial Conduct Authority.
Investments & Savings
I recommend to my clients a strategic financial plan to help them get the best out of their money to achieve their future financial goals. There are a number of different ways and vehicles you can use and I explain these to my clients in a way that is easy to understand including ISAs (Cash and Stocks & Shares) Investment Bonds and Tax Advantage solutions.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Inheritance Tax Planning
I educate my clients to understand the rules around inheritance tax and how to make sure they utilize their estates in the best way for themselves and their families after they are gone.
Business/Commercial
I can help put in place, Shareholder Protection, Key Person Insurance and Relevant Life plans along with setting up Pensions.
