Dixon Financial Planning Ltd
Dixon Financial Planning Ltd is a financial services company based in Winchester, England. They specialize in providing financial advising services, fund management, life insurance, and pension offices. Additionally, they offer tax preparation services and venture capital for businesses. Dixon Financial Planning Ltd also works with city and state government offices and departments of finance. They are committed to helping individuals and businesses manage their finances and plan for the future.
Introduction to Dixon Financial Planning Ltd
Dixon Financial Planning Ltd is a financial planning company based in Winchester, England. The company was founded with the goal of providing personalized financial planning services to individuals and businesses. What makes Dixon Financial Planning Ltd unique is their team of experienced financial planners who work closely with clients to create customized financial plans that meet their specific needs and goals.Services & Products
Dixon Financial Planning Ltd offers a range of financial planning services, including business management consulting, financial advising services, fund management, and tax preparation services. They also provide life insurance and pension planning services to help clients plan for their future and protect their assets.Location
Dixon Financial Planning Ltd is located on Owens Rd in Winchester, a historic city in southern England. The surrounding area is home to a mix of businesses, including city government offices and state government offices. Customers can expect to experience a vibrant, bustling city with plenty of amenities and attractions nearby. The closest public transportation options to the office are the Winchester train station, which is 1.5 miles away, the St. Thomas Church bus stop, which is 0.2 miles away, and the City Road bus stop, which is 0.3 miles away.Benefits
Customers should choose Dixon Financial Planning Ltd for their expertise and personalized approach to financial planning. The company's team of experienced financial planners work closely with clients to understand their unique needs and goals, and create customized financial plans that help them achieve their objectives. Dixon Financial Planning Ltd is committed to providing excellent customer service and building long-term relationships with their clients.Good to know
Customers should be aware that Dixon Financial Planning Ltd is a fee-based financial planning company, meaning that they charge a fee for their services rather than earning commissions on products they recommend. This ensures that their clients receive unbiased advice that is in their best interests.Reviews
Customers have praised Dixon Financial Planning Ltd for their knowledgeable and friendly staff, as well as their commitment to providing personalized financial planning services. Many have noted that the company's approach to financial planning is refreshing and has helped them achieve their financial goals.Amenities
-
parking -
wheelchair accessibility
-
public transportation accessibility
-
open hours
-
contact information
-
document filing assistance
-
computer
-
printer
-
desk
-
chair
-
office supplies
-
conference room
-
internet access
-
security system
-
air conditioning
-
safe
-
filing cabinet
-
free consultation
-
investment advice
-
retirement planning
-
tax planning
-
insurance services
-
asset management
-
budgeting assistance
-
debt management
-
credit counseling
-
estate planning
-
financial planning
-
wealth management
-
portfolio management
-
life insurance policies
FAQ
How does your department ensure client confidentiality and security?
We have strict protocols in place to ensure the confidentiality and security of our clients' information. We use secure storage systems and limit access to sensitive information only to authorized personnel. We also have regular training and audits to ensure compliance with data protection regulations.How does your department ensure compliance with state and federal financial regulations?
We stay up-to-date with the latest regulations and guidelines issued by state and federal financial regulatory bodies. We have a team of experts who monitor changes in regulations and update our processes and procedures accordingly. We also conduct regular audits to ensure compliance with all applicable regulations.What types of life insurance policies do you offer?
We offer a range of life insurance policies, including term life insurance, whole life insurance, and universal life insurance. Our team of experts can help our clients choose the policy that best fits their needs and budget.What types of tax returns do you specialize in preparing?
We specialize in preparing a range of tax returns, including individual income tax returns, corporate tax returns, partnership tax returns, and trust and estate tax returns. Our team of experts has extensive knowledge of tax laws and regulations and can provide our clients with accurate and comprehensive tax preparation services.How do you ensure the accuracy of the tax return before submission?
We have a rigorous quality control process in place to ensure the accuracy of our clients' tax returns. We use advanced software and tools to check for errors and inconsistencies, and our team of experts carefully reviews each return before submitting it to the relevant tax authorities. We also provide our clients with copies of their returns for their records.Reviews
-
Jackie Partridge
The ongoing and high quality advice provided by Andy, has made a significant difference to our financial planning. Nothing is too much trouble and both his attention to detail and clarity in explanations, helped us to really understand the options. A highly recommended service!
28-05-2021
-
Chris Tahmasaby
If you are looking for good financial advice from a nice guy with good experience then speak to Andy. He is professional, easy to deal with and always looking to add value. Highly recommended for anyone looking for an expert providing honest advice.
28-05-2019
-
Matt Orchard
Spoke to Andy to help set up a life insurance policy. He offered great help and advice and arranged the whole thing at an even better rate than even the company offered me direct! Definitely recommend for hassle free and useful help and advice.
28-05-2019
-
Andrew Knight
Great advice & a great service saved me hassle and money. Highly recommended
28-05-2019
