0330 038 8941
Based in Fleet
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Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2019
5 out of 5
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FCA Regulated
Geoff and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Geoff and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Geoff has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Geoff has received 22 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Geoff has not yet added their qualifications to their profile
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35
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Geoff (based on 35 first impressions)
100% of users who are not yet clients had a positive first experience with Geoff
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Geoff (based on 35 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Geoff and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Geoff and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Geoff has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Geoff has received 22 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Geoff has not yet added their qualifications to their profile
Qualifications not yet added
Geoff has not yet added their qualifications to their profile
Transparent Fees
Geoff has not yet added their fees to their profile
Fees not yet added
Geoff has not yet added their fees to their profile
35
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Geoff (based on 35 first impressions)
100% of users who are not yet clients had a positive first experience with Geoff
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Geoff (based on 35 first impressions)
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. Read our reviews to learn more. SERVICES 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. - You can find out more about clients experience here: https://youtu.be/JThQX4T3qzw If you would like further details, please connect or contact me: Contact me: 07940 717725 | geoff.day@sjpp.co.uk Individuals: www.wilcoxday.co.uk Trusts are not regulated by the Financial Conduct Authority. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 04/10/2023
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Geoff's clients
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Adviser Disclaimer
The 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. The Partner Practice 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.