James Dixon

Financial Planner

James helps clients achieve their financial aspirations by simplifying complex financial concepts and providing personalised advice that is easy to understand. He takes the time to understand each client’s lifestyle, future goals, and objectives, ensuring that his guidance is tailored to their specific needs.

James has a focus on tax and pension planning, assisting clients with inheritance tax (IHT) planning and helping to develop strategies for preserving wealth for future generations. His expertise also includes cash flow forecasting, which allows clients to see their financial trajectories and plan accordingly.

He holds a Diploma in Regulated Financial Planning and is working towards achieving Chartered status with the CII.

James simplifies financial concepts and provides tailored advice, focusing on tax and pension planning to help clients achieve their goals and preserve wealth.