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).
Company Details
- Employees
- 5
- Address
- Sentinel House, Ancells Business Park, Harvest Crescent, Fleet,hampshire Gu51 2uz,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wilcoxday.co.uk
- Keywords
- Financial Advice, Retirement Planning, Tax planning, Financial Planning, Inheritance Tax, Business Protection, Life Insurance, Income Protection, Investment Advice, Individual Savings Accounts, Financial Education, Financial Wellbeing, Investments, Pensions, Pension Planning, Investments, Protection, Contractors, Shareholder protection, Keyman protection, Relevant Life, Employee benefits.
- HQ
- Fleet, Hampshire
Wilcox Day Wealth Management Ltd Questions
Wilcox Day Wealth Management Ltd's website is http://www.wilcoxday.co.uk
Wilcox Day Wealth Management Ltd's LinkedIn profile is https://uk.linkedin.com/company/wilcoxday
Wilcox Day Wealth Management Ltd has
5 employees.
View email and phone details for 5
employees at Wilcox Day Wealth Management Ltd.
Wilcox Day Wealth Management Ltd's industry is
Financial Services
Wilcox Day Wealth Management Ltd's top competitors are
Pi Financial Dixon Sutcliffe,
Pace Investments,
Positive Advisers Limited,
Ppm Financial Planning,
Rogers Wealth Management Ltd.,
Future Perfect Financial Solutions,
Bannau Wealth,
S3 Sales,
The Meadows At Polehanger,
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Wilcox Day Wealth Management Ltd's categories are Financial Services
