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.

 

Fees

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.

 

Want to know more:

Wimborne 01202 854869

Dorchester 01305 269369