At Wilcox Day Wealth Management Ltd, our passion is to help individuals and companies build a strong financial plan. The financial plan is forward thinking, robust and built around your goals and dreams. It will be explained and designed in a way to increase the control and confidence you have over your financial future.
Our approach is holistic, covering all areas of a client's financial needs, including:
Everyone’s personal requirements are different and their financial plan must be bespoke to them. We pride ourselves in helping you take control today and together we will regularly review the plan as your personal and professional circumstances continually evolve.
At the core of our planning we will help to make your money work smarter, minimise the tax that you will pay and help you have the necessary access to meet your shorter term financial requirements.
To be successful in building this plan, the first meeting is all about understanding you and where you are currently. It is not until we have a real understanding of your personal/professional life and short, medium and long term goals that we can devise a strategy that will meet your needs.
We will need to discuss as well, how we ensure that should the worst happen, the wealth you have accumulated can pass to your loved ones in a tax efficient manner.
Equally important is the transparency of our operations and costs. All advice we give is confirmed in writing and all costs are outlined and agreed with you before proceeding.
The best way that we can help you reach your goals is to provide you with appropriate advice and guidance now and on an ongoing basis to ensure that the solutions we put in place remain effective, no matter how your circumstances change.
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.
