Wilcox Young Partnership

Independent Financial Adviser Cedar House, 3 Cedar Park, Cobham Rd, Wimborne, Dorset, BH21 7SB
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
19th August 2019
We offer a personal service and wide range of expertise and skills covering pensions, insurance, investments and tax planning.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Estate planning
Meet our advisers
Dan Weldon
Director & Independent Financial Adviser
Lidia Kowalska
Independent Financial Adviser
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Wilcox Young is an Independent Financial Adviser and is authorised and regulated by the Financial Conduct Authority

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