Wilcox Young Partnership

Independent Financial Adviser  Cedar House, Poole, Dorset, BH14 8RT
First meeting at adviser's own cost
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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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
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

Over the last two decades, The Wilcox Young Partnership have established a reputation within our local investment, legal and accountancy community for the knowledge and successful management of capital and the provision of income. Our clients are both individuals and companies who prefer to employ independent specialists to assess, establish and monitor their investment strategy. We offer a personal service based on traditional values whilst employing modern techniques.

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)
£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
9.2/10
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FCA authorised
Last authorised 29th June 2020

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