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
7.0 /10
FCA verified
11th November 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Lidia Kowalska
Dan Weldon
Director & Independent Financial Adviser
Where to find us

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

Make an enquiry
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.

Advice methods
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value