Welcome to
Dickson and Co Wealth Management Ltd

For Pensions, Investments, Financial Planning and much more!
Welcome to Dickson and Co Wealth Management Ltd

Financial Adviser in Irvine

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Email us at info@dicksonandcowealth.co.uk and we'll be pleased to help you.

 

About Us

Who we are and what we do

At Dickson and Co Wealth Management, our mission is to provide clear, professional advice to help you achieve your financial aspirations. Whether you are planning for retirement, managing investments, or protecting your family’s future, we are here to guide you every step of the way.

We believe in building long-term relationships with our clients by understanding their individual goals and crafting personalised strategies to achieve them. Our comprehensive approach includes:

Personalised Financial Planning: We take the time to understand your financial situation and goals, providing customised advice that evolves with your needs.
Wealth Management: Leveraging our expertise, we offer proactive solutions and strategic insights to grow and protect your wealth.
Ongoing Support: Financial planning is an ongoing process. We are committed to providing continuous support and adjustments to your financial plan as your life and goals change.

Discover how we can help you build and protect your wealth.

Financial Services

Our most popular services

Pensions

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When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

Savings and Investments

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Investing is what you can do with the savings you have created - if you are looking to generate a return on your money that is...

Protection

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There are events we can all face that have the potential to disrupt lives, standards of living and families.

How we work

Here's how we formulate the plan towards your goals

Our plan for you

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

CONTACT US

  • 1 ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • 2 YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • 3 ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • 4 HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • 5 IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • 6 REVIEW THE PLAN & PROGRESS UPDATED

    If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.

CONTACT US

Financial Advice

Contact us now for Financial Advice

We are here to help you

CONTACT US

We are here

152a High Street, Irvine,
KA12 8AN