Planning Matters
"I retire on Friday and I haven't saved a penny. Here's your chance to become a legend!"
About Wilcox Young
We specialise in the careful, disciplined stewardship of assets and income created and accrued by the efforts of yourself and your family.
Chris Olding, Managing Director
As Independent Financial Advisers, there can be no better endorsement than to be recommended by those who have experience of our service. Over the last three decades we have established a reputation within the investment, legal and accountancy community for the knowledgeable and successful management of capital and the provision of income. Our clients are both individuals and companies who prefer to employ specialists to assess, establish and monitor their investment strategy. We are proud of our professionalism and jealous of our reputation.
John Russell, Pension Specialist
Prior to becoming an IFA, John Russell was a Pension Technical Manager for 23 years with Abbey Life and Skandia Life. He is a Chartered Financial Planner, has achieved Diploma status and is G60 qualified as a Pension Transfer Specialist on the FSA register.
Jonathan Wallis, Research and Fund Analyst
Wilcox Young utilise the specialist investment services of Jonathan Wallis. Jonathan qualified as a Fellow of the Institute of Actuaries in 1975, having graduated in Mathematical Statistics from the University of Birmingham. His initial career was spent in the investment department of Britannic Assurance and he subsequently became general manager of a newly-formed friendly society before moving into private client investment management. He spent a number of years as Investment Director of Minet Consultancy Services Ltd., before leaving to become a director of Investment Research of Cambridge. He is a member of the Society of Technical Analysts with wide-ranging experience of the investment markets and now works as an independent consultant.
We offer:
- Values. A personal service based on traditional values using modern techniques.
- Clarity. That the most appropriate strategy will be carefully explained and then monitored to ensure that it remains in line with your expectations.
- Structure. A relationship that is of benefit to both parties. This needs a structured, logical approach, relieving you of as much of your administrative, organisational and tax concerns as possible. All work is carried out in the strictest confidence and we aim to establish a long-term relationship.
The emphasis is on a tailored approach to match your individual circumstances. Quarterly reporting, valuations and investment information ensure clear, pertinent and competitively priced investment strategies. Annual reviews ensure these remain relevant.
Every financial plan needs to start with a clear objective if it is to succeed. Planning rarely leads to failure. It is the failure to plan that leads to misfortune. People do not plan to fail - they simply fail to plan.
"To the man who does not know where he is going - any road will take him there." - Anon
The Shorter Byrne Partnership LLP
John Shorter, Founding Partner
Wilcox Young Partnership provide professional support to The Shorter Byrne Partnership LLP, a highly reputable firm of independent financial advisers who have a similar philosophy and culture to our own. John Shorter has been running an Independent Financial Adviser practice in Eastbourne since 1980. The Shorter Byrne Partnership LLP operates from their own prestigious premises in Eastbourne as an Appointed Representative of Wilcox Young Partnership.
For over thirty years, John's particular spheres of expertise and interest include lump sum investment; provision for long-term care fees; annuities; all forms of equity release; Inheritance Tax planning and similar areas all designed to help those people who are near to or already in retirement. Through the many close business liaisons and relationships he has deliberately formed over the years, John is in the enviable position of being able to call upon the very best highly-qualified professional colleagues, whenever it is deemed to be necessary, prudent or advantageous for the benefit of his clients.
Address: The Shorter Byrne Partnership LLP, One Hyde Gardens, Eastbourne, East Sussex BN21 4PN. Tel: 01323 725624 Fax: 01323 410430
A Timely Metaphor
A lady visits her milliner to purchase a special hat for Ascot. Finally, she selects a creation which fits her mood and expectations exactly.
"How much?" she asks. "£375, madam" is the response. "WHAT?! £375 for a few pieces of ribbon?" she exclaims.
The milliner takes his scissors and with two snips the ribbons fall in a pile on the floor. He scoops them up and hands them to his customer. "The ribbon, madam, is free!"
It is not just the materials we use that count. It's the way we put them together to achieve each client's financial objectives and represent your best interests that marks us out.
Access to and use of this world wide website is provided subject to these terms and conditions. Copyright © Wilcox Young Partnership. All rights reserved. Wilcox Young Partnership is a trading style of Investment and Tax Advisory Services Limited, which is authorised and regulated by the Financial Services Authority. Registered Office: 30A, South Street, Dorchester, Dorset DT1 1BY, England. Registered Number: 4206455 England. The information on this site is for general guidance only and is subject to UK regulation and legislation and therefore restricted to consumers. Unauthorised use, dissemination, distribution, publication or copying of this web page or its contents is prohibited.
Chris Olding (centre), with Marion Lincoln (left), Office Manager and Marlene Hargreaves (right), Senior Administrator.
Online map - Dorchester office.
Wilcox Young is a member of The Personal Finance Society, the largest professional body for individual financial advisers in the UK.
Wilcox Young is a sponsor of the Weldmar Hospicecare Trust website.