Wilcox Day Wealth Management

About Wilcox Day Wealth Management

We help business owners and individuals make better choices with their money-whether that’s improving financial decision-making today, planning for retirement, protecting against uncertainty, or leaving a meaningful legacy for loved ones. At Wilcox Day, every financial plan is personal. We begin by understanding what truly matters to you-then design a bespoke strategy aligned with your goals. Because money is not the end, but the means to help you live the life you want. Life is rarely static. Your income, family, health, and tax circumstances evolve over time. That’s why your financial plan should be flexible too. We’re here to guide you through those changes with clarity and confidence. Our approach is rooted in expert advice, personal relationships, and an unwavering focus on what’s best for the client. Want to read what clients say: Read here: https://www.vouchedfor.co.uk/firm/4985-wilcox-day-wealth-management-ltd See a video here: https://youtu.be/JThQX4T3qzw 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) If you would like further details, please connect or contact me: Contact me: 01252 984733 | wilcoxday@sjpp.co.uk Individuals: www.wilcoxday.co.uk 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. Trusts are not regulated by the Financial Conduct Authority. 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 SJP Approved 25/9/25

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