Investment and Tax Advisory Services Limited
58 Holmes Avenue
Hove
East Sussex
BN3 7LD
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
The Wilcox Young Partnership is a trading style of Investment and Tax Advisory Services Limited and is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 209529. Registered in England & Wales, Company Number 4206455. VAT Number 248384183. Registered Office address: Cedar House, 3 Cedar Park, Cobham Road, Wimborne, BH21 7SB. Trading address: 30A South Street, Dorchester, Dorset, DT1 1BY. Telephone: 01305 269 369.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.