Wilcox Day Wealth Management Ltd

We help individuals and business owners build a sound financial plan, helping them feel more in control of their future. Our approach is to listen and understand your financial objectives, helping you achieve these in the most tax-efficient way possible through a carefully constructed financial plan. Supporting my advice, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. We also work closely with specialist, independent solicitors and accountants. Please feel free to contact me if you require advice on; - Investment Planning - Retirement Planning - Tax Mitigation Strategies - Trust & Estate Planning - Financial Protection - Corporate Specific Advice (Profit Extraction, Employee Benefits, Shareholder Protection, Financial Education/Financial Wellbeing) We work with: - Individuals wanting financial advice to plan their future - pension reviews, retirement planning, inheritance tax and investment planning - Business Owners / Directors - Companies looking to help employees improve financial education/financial wellbeing - Accountants / Solicitors looking to add value to their clients If you would like further details, please connect or contact us: Contact me: 0330 122 1975 | geoff.day@sjpp.co.uk Individuals: www.wilcoxday.co.uk Business owners: www.wilcoxday.co.uk/ec 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).