Some genuine Testimonials from our clients….

Please provide a brief comment about your experience with Wilcox Young
“Had a call with Dan about my deferred pension, he very clearly explained the options including the pros and cons of transferring out, the likely charges and sent me some evaluation/guides to help me make my decision to go any further without cost.”

Have you seen the outcome you were hoping for?
“Yes, the original advice was sound and the outcome is what I was looking for.”

What could they have done better?
“I was very pleased with all of the service, so would recommend they keeps doing what they are doing.”

How did Wilcox Young help you?
“Outstanding and creative advice; cut through the jargon and Simply explained the options. Upfront and honest about fees (which seemed very fair). Painted a great long term picture without sugar coating it.”

Please provide a brief comment about your experience with Wilcox Young
“Response quick. Advice on free telephone call clear and very helpful. Nice and courteous gentleman.”

What could they have done better?
“I think Daniel Weldon did an excellent job and could not have done anything more.”

Have you seen the outcome you were hoping for?
“I have 100% had the outcome I was hoping for.”

How did Wilcox Young help you?
“Steered me through the process and did so by being very clear at all times and double checking too.”

Have you seen the outcome you were hoping for?
“Better than I hoped for.”

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.”

How did Wilcox Young help you?”
Gave me clear and financially accurate information and advice”