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  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
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Long term care
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 7th June 2021
Meet our advisers
MR Peter Atkins

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

MR Daniel Weldon

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

MR Chris Olding
Director
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
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
Head office address: 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:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 7th June 2021

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