Wilcox Day Wealth Management Ltd - Financial Services

Geoff Day DipPFS Cert CII (MP)

Phone: 01252 984733
Mobile: 07940717725
Email: geoff.day@sjpp.co.uk
Website: https://www.wilcoxday.co.uk

A Brief Summary

We help individuals and businesses make better financial choices. Helping them align their finances to their goals.

What We Do

geoff dayWe can help you make better choices with your money.

Before we can help you make better choices, we first need to understand what is important to you. Then we align the decisions around your money to your financial goals.

There are lots of terms for what we do: Financial Advice, Wealth Management, Financial Coach.

Regardless of the title, our goal is simple: to help you make better choices with your money and align these choices to what is important to YOU. We achieve this through a long-term, open, transparent and trusted relationship.

We believe we stand apart from the crowd because we never approach clients with our agenda or a product to sell. Unlike many in our industry, we offer no obligation meeting so you can spend time getting to know us.

We use this time to understand you, your goals and aspirations. When we know your goals and where you want to be in the future, we can jointly make decisions that help you achieve your goals.

If you have clear goals in mind, great! We can build a plan to help you achieve them. If you do not have these clear goals yet, that is no problem; we will work with you to help define them. We listen first and advise second.

Sadly, many in our industry take a different approach and have a product-led view of advice. At Wilcox Day, we like to have a GOALS led approach with you at the heart of all the choices we make.

Education and open discussions are at the heart of what we do. We take the trust you place on us very seriously.

Our services are wider ranging:

Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions.

Every piece of financial advice we give has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family.

  • Investment Planning
  • Retirement Planning
  • Protection Planning
  • Banking and Mortgages
  • Business Advice
  • Intergenerational Wealth Planning

The main thing is, we focus on what is important to you and then devise a solution to meet your needs.

As a member of the St. James’s Place Partnership, St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from the companies in the group.

If you would like to arrange a no obligation meeting to discuss your financial planning, please call or email on the contact information above.

Wilcox Day Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.

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