Wilcox Young Partnership

Independent Financial Adviser  Cedar House, Wimborne, Dorset, BH21 7SB
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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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR 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
Head office address: Cedar House, 3 Cedar Park, Cobham Rd, Wimborne, Dorset, BH21 7SB
Preferred clients
Minimum wealth (income/assets)
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Minimum pension value
£0
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)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 29th March 2021

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