About Geoff Day

Geoff Day

DipPFS Cert CII (MP)

My entire career has been in financial services working in Edinburgh, London, Bristol, Southampton and now Fleet. I have had a diverse career, central to every role is helping individuals make better financial choices to achieve their goals and aspirations.

About

In my career, I have been fortunate to help individuals and businesses make better choices around money. I’ve worked with large multinational businesses running their pension/benefits scheme and developing financial education strategies or working with individuals, contractors and smaller businesses.

My true passion is providing personal support and getting to know clients. That is why I set up Wilcox Day Wealth Management.

My approach is one of understanding you, building a financial plan and problem-solving. My clients can expect highly personalised service and solutions to fit their goals/aspirations.

How can I help you?

  • I listen and question first, advise second - I believe when I understand you that I can advise you, not before.
  • My background means I’ve helped people from all industries, financial backgrounds and different company structures.
  • If you are a contractor, I’ve spent years working with you and know the legislation affecting you and your options in respect of managing your finances
  • Pay it forward: it is a philosophy I believe in, and I always start with how can I help.

Outside of work, I am a devoted father and husband. I have a seven-year-old son and if we have a video call, chances are you will meet him as he likes to see if he can see you without you seeing him.

I am a governor of a local school and do a lot to help the local business community through supporting local groups that help businesses grow and thrive.

Testimonials

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I recently started my own business and with a young family wanted to review my finances. Geoff was recommended to me via my Accountant. Since day one, Geoff has took the time to fully understand our current financial position where we want to get to and our short term priorities around jobs and our ...
Ian Mannion |IT Consultant, Lichfield

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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.

Wilcox Day Wealth Management Ltd is registered in England and Wales, Number 11465582. Registered Office: UBC Offices, Sentinel House, Ancells Business Park, Harvest Crescent, Fleet, Hampshire, GU51 2UZ.