Wilcox Young Partnership
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 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.
Cedar House, 3 Cedar Park, Cobham Rd, Wimborne, Dorset, BH21 7SB
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Telephone
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Online (Live chat, video, email)
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Face to face
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