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Shaun Dixon

Chartered Financial Planner

I have over 35 years’ experience in advising clients and enjoy helping clients to live life to the full.

I offer advice across a broad spectrum of financial planning areas, including pensions, investments, and estate and tax planning, with a particular focus on helping clients achieve their financial goals.

As a Chartered Financial Planner, I believe in building strong relationships by really getting to know my clients and understanding what matters most to them. By working closely together, I aim to build trust and deliver a consistently high level of service while supporting them in achieving their financial goals.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Locations

Based in

West Midlands

Covers

Shropshire, Staffordshire, West Midlands

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