We are an experienced team of financial advisers providing financial advice to individuals and businesses in Dorset and the local area. We are committed to putting clients at the heart of everything that we do and to providing the best possible service. If you have any questions, would like to know more about us, or if you would like to book an appointment, please get in touch.

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

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About Us Report

The Wilcox Young Partnership has been established for over 35 years and provides a co-ordinated approach to financial services to meet the individual needs of our clients. We use our considerable knowledge and skills, working alongside other professional advisers such as solicitors and accountants, to deliver a highly personal service tailored to meet the client's financial aspirations and objectives. Very simply, as Independent Financial Advisers, we are best placed to advise on the widest range of products and services.

Our Services Report

As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Of course, we'll be happy to discuss your own personal situation and goals with you.

IFA Opportunities Report

Are you an IFA who wants to maximise your client-facing time, delivering additional business, but find you're unable to do so because of the increasing amount of time you need to spend on compliance, administration and preparation of client reports? Are you an Adviser who has fallen out of love with your current organisation - fed up with being forced to promote certain investment options or products?

Testimonials Report

What could they have done better? Daniel took the time to understand what I did and did not understand about pensions and filled in all the gaps. He also took time to understand my rationale and my personal circumstances and he is open minded enough to accept another perspective, that was the most valuable gift he could offer. His flexibility and ability to explain the pension rules in a simple way were key to me rating him well.

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