For expert financial advice on Mortgages, Protection, Pensions and Investments.
Certified Professional in Financial Advice from
the London Institute of Banking and Finance.
William Dixon and Associates LTD
As a proud Trowbridge native, I have deep roots in this community and a strong commitment to its values. With extensive knowledge in financial advice, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective allows me to understand the unique needs of our community, and I am here to provide personalized guidance every step of the way.
Contact me by phone, email, or via my social media channels to schedule your fee-free initial meeting and start your journey.
I am a member of the Trowbridge Chamber of Commerce. Please click the logo to find out more about the amazing things this encourages
I have proudly lived in Trowbridge for over 35 years. In fact, I was born here! It has been a delight to watch our community grow during this time and exciting to see future generations require wealth planning.
What services do I offer?
Pension Advice
We conduct detailed appraisals of existing schemes, safe income levels and a client’s own unique situation, to assist with a stress free retirement removed from complexity (just how it should be)
Investment planning is usually much more than just about picking a fund. We help guide and advise the people we work with on where it should go and which types are appropriate for each individual’s circumstances and tax position. We work on a long term basis with the vast majority of our clients, to help with ongoing strategies that help fulfill your financial plans. Remember, it’s all about the end goal!
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.
Investments
Professional Mortgage Advice
Whether this is sourcing the right mortgage in an ever-changing environment, or exploring your current deal, I work closely with hundreds of individuals and families on helping them get set up safely.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Protection
There are a variety of ways that you can protect your home, family, belongings and the interests of your business. I can provide clear advice on all aspects in this area to give you peace of mind and reassurance.