Wilcox Young Partnership

Independent Financial Adviser 30a South Street, Dorchester, Dorset, DT1 1BY
First meeting at adviser's own cost
Response rating
9.7/10
FCA verified
13th May 2019
Bespoke, expert advice at a reasonable cost
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Savings for children
    • Estate planning
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Daniel Weldon
John Russell
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Chris Olding
Director
Peter Atkins
What our clients say
Excellent meeting, informative, very approachable, understandable explanations. The adviser came over as a true professional, well experienced in the financial field without losing sight of the fact that some of us are lacking knowledge in this area. Lovely man, genuine interest in helping folk realise the best return on their hard earned money.
Ian B, Bournemouth
The adviser studied our needs and aims in depth, across the market. Suggested best way to realise income and growth.
Miss L, Poole
The adviser took the time to understand what I did and did not understand about pensions and filled in all the gaps. He also took time to understand my rationale and my personal circumstances and he is open minded enough to accept another perspective, that was the most valuable gift he could offer. His flexibility and ability to explain the pension rules in a simple way were key to me rating him well.
Mrs P, Dorset
Where to find us

30a South Street, Dorchester, Dorset, DT1 1BY

Make an enquiry
About us

Over the last two decades, The Wilcox Young Partnership have established a reputation within our local investment, legal and accountancy community for the knowledge and successful management of capital and the provision of income. Our clients are both individuals and companies who prefer to employ independent specialists to assess, establish and monitor their investment strategy. We offer a personal service based on traditional values whilst employing modern techniques.

Our services

Pensions, Investments, Protection, Estate Planning, Long Term Care and IHT Mitigation.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000

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