ANDREW DAW
FINANCIAL PLANNER
WILLIAM DIXON AND ASSOCIATES LTD
A man dressed in a dark gray suit, white shirt, and black tie standing in front of a brick wall. 
Financial Clarity . Disciplined Planning . Better Outcomes

✔ Disciplined, structured, no-nonsense financial planning

✔ Serving Bath, Bristol & the South West — with UK-wide online advice

✔ Clear, jargon-free guidance focused entirely on your goals

Arrange Consultation
Certificate awarded to Andrew Daw for a CII Level 4 Diploma in Regulated Financial Planning from The Chartered Insurance Institute, dated November 14, 2025, featuring the CII crest and logos of regulatory bodies.

Come work with me for expert advice around…

  • Building a long-term financial plan that actually works

  • Feeling confident about your investments

  • Structuring your finances with discipline

  • Making smarter decisions with someone guiding you

  • Knowing you’re on track for the retirement you want

What will you get?

  • A financial plan you actually understand — without jargon

  • Total clarity on your investments and long-term goals

  • A confident path toward retirement instead of guesswork

  • A trusted professional who keeps you accountable

  • A clear roadmap for mortgages, protection, and growing your wealth

Does this sound like you?

  • You want a structured, straight-talking financial planner

  • You’re based in Bath, Bristol or the South West (or happy with online meetings)

  • You prefer clarity over jargon and sales tactics

  • You want consistent progress toward long-term goals

  • You value discipline and accountability in your finances

Financial planning scene with coins, dollar bills, a small model house, a toy car, a calculator, a magnifying glass, and a person using a smartphone in the background.

Get your free Investing Guide

 

How Can I Benefit You?

  • I’ll help you grow your money with a clear, disciplined strategy, structured with care, around your goals, risk level, and the life you actually want to live.

  • Together, we’ll put the right safety nets in place so your income, family, and future are protected no matter what happens.

  • I’ll help you find the right mortgage or remortgage option that fits your bigger financial plan.

  • I’ll help you pass on your wealth smoothly and tax-efficiently, ensuring your legacy supports the people and causes you care about.

  • I’ll make sure your money works smarter, not harder, helping you structure investments to keep more of what you earn.

  • I’ll help you plan a retirement built on freedom and confidence, so you can enjoy life on your own terms.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.