Wilcox Young Partnership

Independent Financial Adviser  Cedar House, Wimborne, Dorset, BH21 7SB
First meeting at adviser's own cost
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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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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Savings for children
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Critical illness
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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
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Dan Weldon
IFA
Peter Atkins
What our clients say
Excellent meeting, informative, very approachable, understandable explanations. Daniel 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, Westbourne
Daniel 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.
Josephine, Dorset
I was given Daniel Weldon's name as someone who could help me with my pension and retirement plans. With my facts to hand he produced a report stating a number of ways i could go with pension. Yes I now feel I know what to do with my pension pot.
Peter L, Poole
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.

Where to find us
Head office address: Cedar House, 3 Cedar Park, Cobham Rd, Wimborne, Dorset, BH21 7SB
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
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020

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