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

Independent Financial Adviser
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.

Lidia Kowalska

About Lidia

Independent Financial Adviser
Lidia has worked in financial service for over 13 years for large high street banks and investment companies. She  qualified as a financial adviser 4 years ago. She is married with one child and enjoys exploring the Dorset Coast and holidays in her free time.

David Woan

About David

Independent Financial Adviser
David’s financial services career began in 1986, working with Canada Life, and later with Prudential.  He became an independent adviser in 2000, and ran his own private advice practice from 2003-2019.  David joined Wilcox Young in 2019, and brings a wealth of client-facing experience to the firm, along with specialist skills from his work with other legal and finance professionals.  Since 2015, David has been President of Yeovil Chamber of Commerce; working with regional business leaders, gaining business consultancy and marketing skills.  David is an accomplished guitarist, regularly performing his own songs in front of live audiences.  He also enjoys running and landscape photography.
Photo Credit: Jason Holt Photography.

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.

David Steward

About David

Independent Financial Adviser
After graduating from University in 2016, David joined a Fund Manager in an accountancy-based position before moving to Wilcox Young in 2017 to pursue a career as a Financial Adviser. David’s role currently involves helping the advisers with their day-to-day tasks whilst he studies towards the Level 4 Diploma in Regulated Financial Planning.

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

Trainee Paraplanner

Want to know more:

Wimborne 01202 854869

Dorchester 01305 269369