1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Dorset
  8. breadcrumbs-arrow
  9. Dorchester
  10. breadcrumbs-arrow
  11. Wilcox Young Partnership

Wilcox Young Partnership

Independent Financial Adviser  30a South Street, Dorchester, Dorset, DT1 1BY
First meeting at adviser's own cost
Bespoke, expert advice at a reasonable cost
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Taxation planning
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.7/10
phone 01305 248779
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Peter Atkins

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Daniel Weldon

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Chris Olding
Director
What our clients say
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
The adviser studied our needs and aims in depth, across the market. Suggested best way to realise income and growth.
Miss L, Poole
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
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.7/10
phone 01305 248779
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

P J Aiken Ltd
Independent Financial Adviser 0.13 mi
We offer a bespoke and personable service, and are committed to providing clients with a professional experience.
 
See profile
Blueberry Wealth Limited
Independent Financial Adviser 1.35 mi
I pride myself in offering a professional personal service to all my clients
 
See profile
James Young Associates Ltd
Independent Financial Adviser 6.33 mi
We promise a professional and friendly relaxed approach, the friendly face of finance.
 
See profile
Money Matters FS Ltd
Independent Financial Adviser 6.92 mi
We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.