WD&A Ltd
William Dixon & Associates Ltd has been providing financial advice to clients in Bath, Wiltshire, and the South West for over 30 years. The firm manages over £100 million of client funds and offers a collaborative approach to financial planning.
- Auto-Enrolment
- Corporate Advice
- Business Protection
- Cashflow Forecasting
- Mortgage & Protection Advice
- Retirement & Pension Planning
- Tax-Efficient Investments & Inheritance Tax Planning