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; 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, whereby 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.