Investment and Tax Advisory Services Limited
aka Wilcox Young, The Wilcox Young Partnership, Investment and Tax Advisory Services Limited
About
About Us Our People IFA Opportunities Testimonials Our Services Calculators Digital Services News Contact Us The FCA Code of Ethics Welcome to The Wilcox Young Partnership We are an experienced team of financial advisers providing financial advice to individuals and businesses in Dorset and the local area. Click here to contact us today Welcome to The Wilcox Young Partnership We are committed ...
Source: wilcoxyoung.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 209529
- Status
- Authorised
- Date Authorised
- 25 April 2002
- Years Authorised
- 23 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04206455
- Company Status
- Active
- Incorporation Date
- 26 April 2001
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66190
Team (17)
Daniel Robert Weldon
ApprovedCertifiedStephen Mark Hover
CertifiedPeter David Atkins
CertifiedMark Christopher Edwards
CertifiedBrian Keith Viney
ApprovedPaul Wilcox
No longer requiredChristopher Oliver
No longer requiredJason Kevin Britton
ApprovedPeter Hugh-Smith
ApprovedSimon Weldon
ApprovedCertifiedSam Fordham
ApprovedCertifiedChristopher Paul Willis
CertifiedDavid Woan
No longer requiredRichard Edwin Green
No longer requiredDavid Steward
CertifiedLidia Hossell
CertifiedRajinder Singh Hallen
No longer required
Quick Facts
- Dorchester, South West
- 23 years FCA-authorised
- 20 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 04206455
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.