Wilcox Young Partnership

Independent Financial Adviser  Cedar House, Wimborne, Dorset, BH21 7SB
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FCA authorised
Last authorised 26th July 2021
We offer expertise, knowledge, integrity and a personal service at a great price.
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 & divorce
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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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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
Meet our advisers
MR John Russell
MR Dan Weldon
IFA
MR Peter Atkins
About us

We can advise on most things, but tend to focus on individual and family protection, pensions and investments.

We can help you decide on the best retirement options including flexible drawdown and enhanced annuities, or we can help you build a targeted pension/investment fund, by ensuring your pension is low cost or invested in the right way with access to many of the industry's best performing funds.

For insurance we search the whole market to get you the policy you need at a great price.

We have access to leading research software helping you access some of the best solutions, including low cost investments or pensions, higher annuity rates, lower product providers, or a better product without significantly increased costs.

We also provide regular investment and pension reviews for those wanting a more engaged advisory service.

Our fees are very reasonable and unlikely to be beaten for the same high quality service.

Our services

We look after our clients. We offer a personal service and wide range of expertise and skills covering pensions, insurance, investments and tax planning.

Our aim is to build a trusted relationship that provides you with a high quality service without a high price tag. We want you to be happy to recommend us, since that is the ultimate test of service satisfaction.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Cedar House, 3 Cedar Park, Cobham Rd, Wimborne, Dorset, BH21 7SB

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