Andrew Dix Dipfa Email & Phone Number

As a Financial Adviser, I help people in 3 key areas:Saving for the future. Perhaps you are looking to save for a specific goal. A deposit for your first home? School or university fees for your children? Or for retirement? Taking into account your target, timescale, budget, attitude towards investment risk and other factors, we can put together a suitable plan to get you where you need to be.At retirement advice. Are you considering retirement either now or within the next few years? You might be looking to travel, to relocate, to continue working part-time, or have other plans. Whatever your intentions and circumstances, it’s important to understand all the possible ways to access money from your pension/s and the implications of these. I can advise on this and help ensure you have the retirement that works best for you.Financial protection. Unfortunately none of us are indestructible or immortal. The best laid plans can come unstuck if your circumstances change, for example if you became unable to work through an illness, or a loved one were to die suddenly. Let me help you ‘future-proof’ your finances so that no matter what happens, the bills still get paid and your household has a bright financial future. Hint: If you wait until something bad happens to discuss this, then it’s too late. If you’re reading this and currently aged 21 - 40, then that is a great time to have this discussion – you can potentially save a lot of money in the long-term. I am a member of an advice practice called Future Perfect Financial Solutions, which includes 13 advisers with expertise on mortgages & loans, investments & pensions, financial protection, general insurance and will writing. In the first instance I always offer clients an informal meeting at my expense, to establish their current circumstances and where they want to be. I am happy to meet clients at their home, office or another mutually agreed location.The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.Approved by The Openwork Partnership for 28/02/2025.

Listed skills include Financial Services, Life Insurance, Business Analysis, Wealth Management, and 20 others.