James Dixon

Chartered Financial Planner

James helps clients achieve their financial goals by simplifying complex financial matters and offering clear, personalised advice. He takes the time to understand each client’s lifestyle, future goals, and objectives. This ensures that his guidance is not only strategic but also precisely aligned with each client’s unique needs.

With a particular focus on tax efficiency and pension planning, James helps clients navigate inheritance tax and implement long term strategies for preserving and passing on wealth across generations. His expertise also includes cash flow planning, which allows clients to see their financial trajectories and plan accordingly.

James is a Chartered Financial Planner, which is considered the gold standard of professional financial planning qualifications in the UK.

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