William Dixon & Associates Ltd - Corsham

William Dixon & Associates Ltd: Expert Financial Planning and Mortgage Brokerage Services

William Dixon & Associates Ltd, located at Hartham Park, Hartham Ln, Corsham SN13 0RP, United Kingdom, is a renowned firm specializing in financial planning and mortgage brokerage. With a direct telephone line of 1225874102 and a user-friendly website at wdanda.com, this company has established itself as a trusted resource in the industry.

Specialties

William Dixon & Associates Ltd excels in two primary areas: financial planning and mortgage brokerage. They provide personalized and comprehensive services for clients looking to secure their financial future and navigate the complex world of mortgages. Their team of experienced professionals is dedicated to helping clients achieve their financial goals.

Accessibility and Amenities

This company is wheelchair-accessible, offering a convenient car park and toilet facilities for clients with mobility needs. They understand the importance of providing a comfortable and inclusive environment for all clients.

Client Testimonials

William Dixon & Associates Ltd has received an impressive average opinion of 4.9/5 from clients, based on 57 reviews on Google My Business. Many clients have praised the company for their exceptional service, knowledgeable staff, and personalized approach.

"Would highly recommend We knew Josh through family who kindly put us in contact with Helen Foster to be our financial advisor when buying our first home. Helen was incredibly kind and personable. Even though buying our first home was extremely stressful, Helen made sure that we felt in control and understood every step. We are extremely thankful for all her time and hard work in our case and will be in touch if we need to use her services again. Thank you Helen" - Evie and Will

Recommendation

Considering their expertise, accessibility, and outstanding client reviews, we highly recommend reaching out to William Dixon & Associates Ltd for your financial planning and mortgage needs. Appointments are required, so be sure to schedule a consultation through their professional website or by phone. Secure your financial future with the help of this dedicated and knowledgeable team.

👍 Reviews of William Dixon & Associates Ltd

Evie rose cameron

5/5

Would highly recommend! We knew Josh through family who kindly put us in contact with Helen Foster to be our financial advisor when buying our first home. Helen was incredibly kind and personable. Even though buying our first home was extremely stressful, Helen made sure that we felt in control and understood every step. We are extremely thankful for all her time and hard work in our case and will be in touch if we need to use her services again. Thank you Helen! - Evie and Will

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.

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.

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.

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.

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

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.

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.