Questions about Wilcox Day Wealth Management
What is Wilcox Day Wealth Management?
Wilcox Day Wealth Management is a financial adviser located at 121 Albert Street, Fleet, Hampshire, GU51 3SR, operating as an Appointed Representative of St. James's Place Wealth Management plc and regulated by the Financial Conduct Authority.
What is the core philosophy behind their advice process?
The business operates a goals-led approach rather than a product-led one, focusing on understanding client aspirations before aligning financial decisions to their personal objectives.
What specific financial services do they offer?
They provide a wide range of specialist services including retirement planning, wealth protection, savings, mortgage advice, and investment planning for individuals and families.
Which geographic areas do they serve?
Clients can access their services across Hampshire, Surrey, Berkshire, and London, with the option for virtual meetings to accommodate those further afield.
What are their opening hours for appointments?
The firm is open for business Monday through Friday from 9:00am to 5:00pm, allowing clients to arrange meetings or request callbacks during these hours.
How is their pricing structure explained to clients?
They offer separate charges for Advice, Product, and Fund services, ensuring clients can see exactly what they pay for each component of their financial plan.
What distinguishes their relationship model from others?
The business emphasizes building long-term, open, and transparent relationships, avoiding a standard product sales pitch in favor of a collaborative planning strategy.
How do they support business owners specifically?
They assist business owners in balancing company finances with personal financial needs, helping them understand their trajectory and lifestyle goals.
What resources do they use for investment transparency?
The firm utilizes St. James's Place fund fact sheets and key fund information to provide transparency regarding investment performance and potential value fluctuations.
What is the step-by-step process for starting a plan?
Their approach involves listening first to define clear goals, whether existing or newly identified, before jointly making decisions to achieve those aspirations.
What complex planning areas do they cover?
They help clients navigate complex areas such as corporate planning, pension advice, and estate planning to ensure confidence and control over finances.
How do they handle communication during technical disruptions?
The business notes that global Microsoft outages may disrupt email services, advising urgent clients to contact them by telephone instead.
What are their official registration details?
They are registered in England and Wales under number 11465582, with their registered office also located at 121 Albert Street, Fleet, Hampshire, GU51 3SR.
What is their primary goal for client interactions?
The firm prides itself on investing time to understand clients' values and plans, tailoring advice to fit them and helping create the best future for their families.
Where is Wilcox Day Wealth Management located?
Wilcox Day Wealth Management is located at 121 Albert Road, Fleet, Hampshire, GU51 3SR.
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Financial adviser in Fleet Hampshire. At Wilcox Day Wealth Management we cover all areas of wealth management, including retirement planning, wealth protection, savings, mortgage advice and investment planning. More details can be found on the Wilcox Day website. We help clients build a financial plan focussed on their goals, dreams and aspirations. Our emphasis is on building long term relationships with our clients and to be a trusted advisor as a clients needs continue to evolve.
- Website
- wilcoxday.co.uk
- Phone
- 0330 122 1975
- geoff.day@sjpp.co.uk
- Address
- 121 Albert Road, Fleet, Hampshire, GU51 3SR
- Categories
- Financial services