The Wilcox Young Partnership
The Wilcox Young Partnership is a team of financial advisers offering financial advice to individuals and businesses in Dorset and the surrounding areas. They focus on providing service and support in achieving financial goals.
- Pensions
- Protection
- Estate Planning
- Financial Planning
- Savings and Investments
Locations
Competitors
PJ Aiken Limited is an independent financial advisory firm that has been providing trusted, tailored advice on pensions, investments, estate planning, and protection for over fifty years.
Temple Wealth Management is a customer-centric financial advisory firm established in 2010, providing holistic financial advice for individuals and businesses.
Poundbury Wealth Management LLP is a financial advisory firm that provides bespoke wealth management services to individuals and businesses.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
The Wilcox Young Partnership is operated by Investment And Tax Advisory Services Limited and is a Active company incorporated on 26 April 2001 with the registered office located in Dorchester, Dorset. Investment And Tax Advisory Services Limited was registered 24 years ago.
Status
Active
Size
Micro
Directors
1
Age
24 years old
Employees
12
Turnover
Unreported
Total Assets
£346.49K
Cash in Bank
£202.94K
Total Liabilities
-£86.94K
Teams
5
3
2
1
Director • Joined Sep 2017
Client Services Executive • Joined Jan 1988
Trainee Paraplanner • Joined Dec 2023
Financial Administrative Assistant • Joined Sep 2020
Independent Financial Advisor
Financial Administrative Assistant • Joined Sep 2020
Trainee Paraplanner • Joined Dec 2023
Independent Financial Advisor
Client Services Executive • Joined Jan 1988
Client Services Executive • Joined Jun 2022
Director • Joined Sep 2017