Expert Financial Planning in Bath
Pensions & Retirement Planning
Investments & Savings
Protection
Inheritance Tax Planning
Cashflow Planning
HOW I WORK
My name is Sam and I am a Financial Planner at William Dixon & Associates Ltd based in Bath, covering areas across the South West including; Bath, Bristol, Wiltshire & Somerset. I also offer a cost-effective fully remote service and therefore I am able to provide virtual services across England.
I love my work and believe I provide a truly 'future-proof' financial planning service here in Bath. I take account of long-term objectives that span generations whilst also ensuring that technology is utilised to offer the best and most affordable service possible.
Services
Pensions & Retirement Planning
Pensions & Retirement Planning
Pensions & Retirement Planning
It's never too early to start thinking about planning for your retirement.
Investments & Savings
Pensions & Retirement Planning
Pensions & Retirement Planning
Considering saving for the future, but not sure what accounts are best for your needs?
Protection
Pensions & Retirement Planning
Inheritance Tax Planning
All good financial planning should be underpinned with appropriate financial protection.
Inheritance Tax Planning
Inheritance Tax Planning
Inheritance Tax Planning
My 'future-proof' financial plans span generations ensuring wealth is passed on as efficiently as possible.
Cashflow Planning
Inheritance Tax Planning
Cashflow Planning
All my financial planning advice is based upon detailed stress-tested cashflow forecasting.
Commercial
Inheritance Tax Planning
Cashflow Planning
Whether you are a sole trader, partnership or company director please do get in touch to discuss my commercial services.