I believe that true wealth isn’t just about money — it’s about peace of mind, confidence in your future, and the freedom to live life on your terms.
With 25 years of experience and a personable, client-first approach, I specialise in helping individuals improve their financial wellbeing through clear, honest advice and carefully tailored financial plans.
Whether you’re looking to retire comfortably, invest wisely, protect your family, or pass on your wealth efficiently, I am here to guide you every step of the way.
With a combined experience of over 200 years in providing holistic, professional financial planning, William Dixon & Associates is now proud to be entrusted with over £140m of people's money. William Dixon & Associates is part of the Openwork Partnership one of the largest financial advice networks in the UK.
I combine technical expertise with a warm, approachable style — taking the time to truly understand each client’s goals before building tailored, long-term solutions.
My commitment to ongoing learning and client care means you can rely on me for trusted, up-to-date, professional advice at every stage of life.
The focus is on making your journey as straightforward and stress-free as possible. Here’s how the process works:
Face-to-Face Fact Find
Everything starts with a relaxed, face-to-face meeting where I take the time to get to know you. I’ll explore your current financial situation, your goals, concerns, and future aspirations. This conversation forms the foundation of your personalised financial plan.
Tailored Advice
Using the insights gathered, I develop a clear, tailored financial strategy aligned with your needs, priorities, and values. I explain all recommendations in plain English — so you fully understand your options and feel confident in your decisions.
Reviews & Planning
Life changes — and your financial plan should too. I offer ongoing support and regular reviews to keep your plan on track, adjusting it as your circumstances or goals evolve over time.
I offer a range of services designed to support every stage of your financial journey. Whether you're planning for retirement, looking to grow your investments, protect your loved ones, or leave a lasting legacy, each service is tailored to improve your financial wellbeing and help you make informed, confident decisions. Below is an overview of how we can work together to create a financial plan that reflects your goals, values, and lifestyle.
Plan today for the retirement you deserve. I help you understand your current position, identify your retirement goals, and build a strategy that ensures your money lasts — and works for you — throughout your retirement years.
Make your money work harder, not riskier. I create investment strategies tailored to your goals, risk appetite, and timeframes — whether you're investing for growth, income, or both.
Commercial Planning ensures your financial decisions support sustainable growth and long-term success, including developing strategies around tax efficiency, profit extraction, succession planning, and employee benefits.
Life is unpredictable. Protection planning provides financial security when it matters most. I will help you put essential cover in place — from life insurance to income protection — so you and your family are prepared for the unexpected.
See the bigger picture of your finances. I use detailed cashflow modelling to map out your financial future, helping you visualise your income, expenses, and potential outcomes — so you can make informed decisions with confidence.
Preserve more of your wealth for the people you care about. I help you understand the implications of Inheritance Tax and work with you to build a plan that reduces your liability while aligning with your long-term wishes.
I look to help people make the best of their Financial Situation and focus my time on helping them achieve their goals. I provide advice to individuals Families and businesses. I have worked in the Financial Services industry for over 25 years gaining valuable knowledge and experience. I aim to help people in an honest, easy to follow way that gives them peace of mind.
Outside of work I enjoy spending time with my family and keeping active at the gym, and running.
tailored to your life goals
with a focus on long-term wellbeing
no jargon, no pressure
to keep your plan on track
on improving your peace of mind
