Wilcox Young Partnership
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.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.