About
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.
PLAN MINDFULLY
For me the most significant benefit of using a financial planner is to promote financial mindfulness. You should come out of a meeting with a financial planner with a feeling that your finances are in good hands and that you have had an opportunity to discuss your concerns and thoughts.
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.