Our People

Dan Weldon

About Dan

Director and Independent Financial Adviser
Dan has worked in Financial Services for over 20 years after graduating from Bournemouth University with a Finance degree.  Prior to joining the Wilcox Young Partnership, he ran his own financial advisory firm and prior to that ran his own compliance consultancy business. He is married with 3 children and enjoys playing most sports.

Chris Olding

About Chris

Client Liaison
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.

Peter Atkins

About Peter

Independent 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.

Steve Hover

About Steve

Independent Financial Adviser Steve Hover brings to the firm wide ranging experience gained within the banking sector and many years practice as an independent financial adviser, based on the South Coast.. He began his career at NatWest Bank, becoming one of their flagship financial advisers when the bank introduced their Financial Services Division and later  moved to an independent financial advisory consultancy in Romsey. In total, Steve has some  twenty-seven years’ experience working as a financial adviser.

Brian Viney

About Brian

Compliance Manager
With more than 30 years’ experience within adviser and compliance roles, Brian provides invaluable support to the Wilcox Young team.

Clare Weight

About Clare

Paraplanner
Clare works on clients’ financial planning behind the scenes to help the advisers get out of the office and spend more time with their clients. Clare got into financial services 10 years ago through temporary work, mainly in pensions. Clare brings the best practice from a number of local IFA firms.

Julie Cosgreave

About Julie

Senior Client Services Executive

Want to know more:

Wimborne 01202 854869

Dorchester 01305 269369

Bournemouth 01202 804549