Wilcox Day Wealth Management

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Reviews

1. caroline swinden ★★★★★

   Wilcox Day Wealth Management are a highly professional and knowledgeable firm who provide clear, well-structured and pragmatic financial advice. From a professional adviser’s perspective, their approach is thoughtful, collaborative and always focused on achieving the best outcomes for clients. They take the time to understand clients’ wider objectives and work effectively alongside other professional advisers, which is invaluable when dealing with complex planning matters. I have found the team to be responsive, diligent and a pleasure to work with, and would have no hesitation in recommending Wilcox Day Wealth Management to clients seeking trusted, high-quality wealth management advice.

   almost 2 months ago
2. Louise Handley ★★★★★

   I recently attended an event run by Geoff on the recent budget and the implications it may have. It was very informative and his knowledge was outstanding. His passion to help his clients save money/tax was clear for all to see and I would not hesitate to use him myself or recommend him to others

   almost 2 months ago
3. Ian Lovelace ★★★★★

   I today attended a budget special event run by Geoff Day (Financial Adviser), MD of Wilcox Wealth Management Ltd. He provided an excellent presentation on the impact of the recent budget and the importance of the various professions in the room (mainly Accountants, Solicitors & Estate Planners) to collaborate in order to assist their clients and business owners to proceed through the complex web of taxation and the importance of planning prior to the changes.

   almost 2 months ago

1. Kevin Milnes ★★★★★

   We had pension investments scattered across multiple accounts from previous employment and had no clarity on exactly what we had and whether it was working for us. Also, since starting our own business we knew we needed a clear plan to prepare for retirement , but didn't know where to start. Geoff gave us clarity on our current position and help to but in place a plan that gave us much needed clarity, both in what we needed to do now and in the future. He took care of everything, while making sure we understood everything that was going on. He was also very in tune with the specific challenges faced by the owners of a young business and tailored his advice to what is best for both us and the business.

   almost 8 months ago
2. Yuliya Gorb ★★★★★

   I highly recommend working with Geoff as a financial adviser. I'm extremely satisfied with the quality and professionalism of the services he provides. His approach is both structured and strategic, with careful consideration given to my short-term needs as well as long-term financial goals. Geoff brings a deep understanding of market trends and economic shifts, ensuring that every recommendation is both timely and relevant. What really stands out is his ability to tailor advice to my personal circumstances while maintaining a broader view of long-term planning. His clear communication, proactive updates, and attention to detail have made the process not only effective but also reassuring. Thank you for your time and expertise, Geoff. I truly appreciate your support and look forward to a long-term collaboration. Warm regards, Yuliya

   almost 8 months ago
3. Hannah Tippler ★★★★★

   Discussing my finances and pension was something I was really uncomfortable with as I didn't feel confident to understand the complexities of investments and long term financial planning. Geoff was really approachable, put me at my ease and took into account my personal circumstances, answering all my questions. By the end of the appointment I felt much more at ease with a greater understanding of what I needed to do and where I wanted to get to. Geoff communicated clearly with a list of actions I could take to strengthen my financial position. I wholeheartedly recommend his service, especially if this is your first steps into managing your money and planning for the future more effectively.

   almost 3 years ago

1. Huw Paz ★★★★★

   Our family has been a client for years. Geoff is always there when I need him, ready to listen, and invariably has the right answer or solution. He is also great at getting in contact on a regular basis to review things. Importantly, at a time where service is often lacking - his personal touch is what sets him apart. Every interaction adds value. He just picks things up, responds with great insight, and delivers what we need. Unique for a financial services firms!

   almost 3 years ago
2. Kim Parker ★★★★★

   Geoff has been a true support to me and my family over a very turbulent few years. With the pandemic and a major career change over the last couple of years, he has provided professional advice and support that makes me feel positive and secure about my families future. I couldn’t recommend him highly enough.

   almost 3 years ago
3. Fiona Service ★★★★★

   I want to thank Geoff at Wilcox Day Wealth Management for helping me sort our financial life out. He has provided clear information and support to help us make the right decisions and to secure our future. He couldn't be more helpful. Thank you

   almost 3 years ago

1. Linda Huckle ★★★★★

   Geoff is one of the most knowledgable wealth management professionals I know. He is generous with his time, very well respected in the community and provides local businesses with valuable advice. On top of that, Geoff is genuinely interested in helping people to make the right decisions for their finances, whether that be personal or business. Geoff's generous and friendly nature are very much valued in his business community - he's always there to offer support, advice and take action. He's an excellent speaker too! Together, his expertise, knowledge and proactive approach make him an exceptional wealth management professional. You and your finances will be in safe hands with Geoff.

   almost 5 years ago

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