Wilcox Day Wealth Management - Fleet

Saira M.

I felt that Geoff took into consideration my position as a self employed sole trader and looked at my trajectory and needs. He was very clear and adapted his thinking to fit my unique situation. I left feeling a bit more hopeful with an action plan. I will be recommending Geoff to my friends and family members.

Huw P.

Our family has been a client for years.
Geoff is always there when I need him, ready to listen, and invariably has the right answer or solution. He is also great at getting in contact on a regular basis to review things.

Importantly, at a time where service is often lacking - his personal touch is what sets him apart. Every interaction adds value. He just picks things up, responds with great insight, and delivers what we need. Unique for a financial services firms!

Hannah T.

Discussing my finances and pension was something I was really uncomfortable with as I didn't feel confident to understand the complexities of investments and long term financial planning. Geoff was really approachable, put me at my ease and took into account my personal circumstances, answering all my questions. By the end of the appointment I felt much more at ease with a greater understanding of what I needed to do and where I wanted to get to. Geoff communicated clearly with a list of actions I could take to strengthen my financial position. I wholeheartedly recommend his service, especially if this is your first steps into managing your money and planning for the future more effectively.

Elaine C.

Geoff is very knowledgeable and my meeting with him was extremely helpful. He was patient with all my questions and I felt he had my best interests at heart. He helped me with his expertise in a number of areas, including; pensions, savings, ISAs, inheritance tax, child benefit, and the tax implications on all these areas. I'm a 44 year old single mother and was really starting to worry about providing for daughters future, if I am doing enough and was unsure what was the best way to make the most out of my money. Geoff has really put my mind at ease and I feel confident I'm on track and prepared as much as I can be now. I thoroughly recommend Geoff and have been raving to my family, friends and colleagues to get in touch with him.

Linda H.

Geoff is one of the most knowledgable wealth management professionals I know. He is generous with his time, very well respected in the community and provides local businesses with valuable advice. On top of that, Geoff is genuinely interested in helping people to make the right decisions for their finances, whether that be personal or business.
Geoff's generous and friendly nature are very much valued in his business community - he's always there to offer support, advice and take action. He's an excellent speaker too!
Together, his expertise, knowledge and proactive approach make him an exceptional wealth management professional. You and your finances will be in safe hands with Geoff.

Morgan H. A. F.

Geoff was very professional and knowledgeable. He was very efficient and came up with a fantastic plan for us. Geoff has been able to make our portfolio work better for us and be more tax efficient/safer for the future. I would highly recommended his services and as an added bonus he’s very genuine and nice guy.

Daniel K.

I hate listening to talks about anything financial, but when work offered a free talk on my future investment, I took it. And Geoff was great! He uses basic terminology and actually got me more interested in my personal pension development. I would recommend to anyone.

Kim P.

Geoff has been a true support to me and my family over a very turbulent few years. With the pandemic and a major career change over the last couple of years, he has provided professional advice and support that makes me feel positive and secure about my families future. I couldn’t recommend him highly enough.