About Wilcox Young Partnership

Bespoke, expert advice at a reasonable cost
Over the last two decades, The Wilcox Young Partnership have established a reputation within our local investment, legal and accountancy community for the knowledge and successful management of capital and the provision of income. Our clients are both individuals and companies who prefer to employ independent specialists to assess, establish and monitor their investment strategy. We offer a personal service based on traditional values whilst employing modern techniques.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Taxation planning

  • Savings:
  • Lump sum
  • Savings for children

  • :
  • Long term care

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