About Us

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.

We have established long-standing relationships with our clients based on trust and mutual respect. Our clients often recommend us to friends and family members, the latter frequently resulting in us providing advice for several generations.

We believe that advice is not just for today but for the ‘journey’ and we are here to manage change as and when it happens.



As an independent firm we charge a fee for our services.

We will be completely transparent with regard to costs as we understand it is important for our clients to know exactly what they are paying for our services.

Our fees will be fully explained and agreed with you before we commence any work on your behalf. Please note that the initial consultation is entirely at our own cost and free of charge, with no obligation to the individual.


Meet the Team


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About Chris

Associate Director
Chris has been a Wilcox Young Partnership stalwart for over 25 years having previously worked as a regional manager for a national building society. His considerable and broad experience in financial services as an adviser are a valuable asset to the company.


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About John

Chartered Financial Planner
John has been an adviser for over 10 years, having joined the Wilcox Young Partnership more than 5 years ago. Prior to this, he gained many years experience with two national life and pensions companies. His specialist pensions skills are invaluable to the Wilcox Young Partnership.


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About Peter

Financial Adviser
Peter’s financial services career spans more than 25 years. He has worked for leading life assurance and investment management companies, and has a broad range of knowledge and experience. In particular, he has a personal interest in the use of trusts within financial planning.


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About Brian

Compliance and Operations Manager
Brian has achieved much in his 25 year career in Financial Services within adviser and compliance roles. Prior to joining the Wilcox Young Partnership, he gained more than 10 years invaluable experience in a compliance capacity within a high street banking environment.

Want to know more?

Call us for a friendly chat on:

Wimborne 01202 854869

Dorchester 01305 269369


Email: advice@wilcoxyoung.co.uk