Wilcox Young Partnership

Independent Financial Adviser  Cedar House, Bournemouth, Dorset, BH6 5NL
First meeting at adviser's own cost
We offer a personal service and wide range of expertise and skills covering pensions, insurance, investments and tax planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Lidia Kowalska
Independent Financial Adviser

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Dan Weldon
Director & Independent Financial Adviser

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

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

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

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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 15th January 2020

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