William Dixon & Associates Ltd - Corsham

Welcome to our summary about William Dixon & Associates Ltd This company is a financial planner and mortgage broker, located in a convenient and accessible location.

Address: Hartham Park, Hartham Ln, Corsham SN13 0RP, United Kingdom. The company's location is in Hartham Park, which is a beautiful and historic estate. The building is wheelchair accessible, and there is a parking lot available for those with mobility needs.

Phone: 1225874102. If you have any questions or would like to schedule an appointment, you can contact the company directly at this phone number. It's important to note that an appointment is required to ensure that a financial planner or mortgage broker can dedicate the necessary time and attention to your needs.

Website: wdanda.com. The company's website is an excellent resource for learning more about their services and expertise. You can find information about the financial planning and mortgage brokerage services they offer, as well as details about the team and their qualifications.

Specialties: Financial planner and Mortgage broker. William Dixon & Associates Ltd specializes in financial planning and mortgage brokerage services. Their financial planners can help you create a comprehensive plan for your financial future, taking into account your goals, risk tolerance, and current financial situation. Additionally, their mortgage brokers can help you find the best mortgage product for your needs, whether you're a first-time homebuyer or looking to refinance an existing mortgage.

Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom. The company's location is wheelchair accessible, with designated parking spots and restrooms available for those with mobility needs.

Opinions: This company has 55 reviews on Google My Business. Reviews are an excellent way to get a sense of the quality of service a company provides. With an average rating of 4.9/5, William Dixon & Associates Ltd has received overwhelmingly positive feedback from their clients.

Reviews of William Dixon & Associates Ltd

Julian Phillips

5/5

I have been with WD&A for over 7 years. I have only ever felt that my financial affairs are in good order with a trusted company. Clearly, you can’t predict the economy but you make sure that your investments are in safe hands.

Martin Hirst (Weaslecat123)

3/5

Although the pension investment scheme recommended to me for my lump sum has made excellent gains over the period I have payed into it, now when taking my company pension scheme I am paying 20% tax on any withdrawals I make, suggesting that a cash ISA may have been a better option.
Equally the time taken to withdraw money from my closed fund is disappointingly drawn out causing me a few difficulties.

Chris James

5/5

Excellent, we love visiting WDandA at their new premises. Our conversations with Rob Edney are always so good - he's caring, expert and thoughtful - and very good humoured! Very best, Chris

Siu Pickering

5/5

I have been a client of WD&A for the last 25 years (probably more) and can honestly say I have had the best service and relationship with Will and his Team. They have proved their honesty, reliability and total professionalism time after time. Will, and his Team, have advised us on all financial matters, from savings and investments, to mortgages and pensions. I have no idea about any of this and have total faith and trust in Will and his advice. He has never steered us wrong and has helped us make choices to manage our finances, enabling us to live our best lives. And isn’t that what we all really want? You can’t go wrong with this Team.

Julia Iles

5/5

Great team of people to work with. Over the years we've been using the services of WD&A they've really looked after us. I highly recommend them.

Steve Tarr

5/5

We have been with William Dixon & Associates Ltd for many many years, I think when we first joined it was Save and Prosper and then there was one other name change but currently WDA Ltd and in all those years and that’s 40+ we have had different advisors sadly some who have now departed us ? but as a young family back then growing up and starting our own family all these advisors all very professional in what they did never pushed us into anything and understood our needs and more importantly our financial limitations and advised accordingly and then not only became advisors but our friends to, I sadly attended dear David’s funeral as he was like a family member to us and he is sorely missed by us both and my now grown up children who also use the services of WDA. Our current advisor Rob continues to give us the respect and support that we have become accustomed to also a big shout to the background personnel ie secretaries etc for their great customer service support all in all a great company to deal with and as the Strictly Judges would say 10 10 10 10.

Hannah Turner

5/5

I have been planning my finances and retirement with Adam at WD &A for a couple of years now and he has been brilliant. I feel as though all of my finances are in order for once!

Mariela Sam

5/5

Do not know what we would have done without WD&A, particularly Adam Cockerham. Unrivalled advice, always delivered in a way that was appropriate for our level of knowledge and understanding, and the returns speak for themselves. He's such a pleasure to work with. We've referred him to so many people and I'm sure we will continue to sing his praises for years to come.