Geoff Day Email & Phone Number

I am passionate about guiding individuals and business owners on their financial journey, helping them achieve their goals and secure their financial future. With over 20 years of experience in the financial industry, I am dedicated to providing personalised and expert financial advice that empowers my clients to make informed decisions with their money.ABOUT ME:As the owner of Wilcox Day Wealth Management Ltd, I have built a reputation for delivering results-driven financial solutions tailored to the unique needs of my clients. My approach is rooted in first understanding what is important to you (your goals) and then aligning your finances to these goals. I pride myself in transparency, trust, and a commitment to delivering value for my clients. Please read what clients say on our Vouchedfor profile: https://www.vouchedfor.co.uk/financial-advisor-ifa/fleet/032514-geoff-daySERVICES OFFERED:- Goal based financial planning and cash flow modelling- 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)WHY CHOOSE US:- Personalised Approach: your plan is personal to you.- Expertise: My experience and team can support you in all areas of financial planning.- Client-Centric: Your financial well-being is my top priority.- Collaboration: I work closely with accountants and solicitors to provide comprehensive financial solutions.If you would like further details, please connect or contact me:Contact me: 07940 717725 | geoff.day@sjpp.co.uk Individuals: www.wilcoxday.co.ukThe value of your investment can go up down as well as up. You could get back less than you invested.Taxation rules can change at any time and are dependent on individual circumstances.Trusts are not regulated by the Financial Conduct Authority.The Partner Practice is an Appointed Representative of and represents only St. James's Place WealthManagement plc (which is authorised and regulated by the Financial Conduct Authority) for thepurpose of advising solely on the group's wealth management products and services, more detailsof which are set out on the group's website www.sjp.co.uk/products. The 'St. James's PlacePartnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St.James's Place representatives.SJP Approved 12/09/2024

Listed skills include Employee Benefits, Employee Engagement, Account Management, Project Management, and 43 others.