Geoff Day

I 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. Every financial plan is personal. I 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. I’ve spent over 25 years helping individuals and business owners take control of their financial future. My 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/financial-advisor-ifa/fleet/032514-geoff-day 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: 07940 717725 | geoff.day@sjpp.co.uk Individuals: www.wilcoxday.co.uk Trusts are not regulated by the Financial Conduct Authority The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 26/09/2025