Geoff Day

This review is a follow-up review from a client who left a review previously.

How has Geoff Day helped you since your last review?

Geoff continues to provide excellent advice that is always relevant to my complex tax and employment statuses as someone who is both employed on a a part-time basis and also runs my own Limited Company. Geoff really understands the nuances and complexities of my situation and his advise is always on the mark and tailored to my situation.

Please provide a brief comment about your experience with Geoff

Geoff is always so accommodating. An expert in his field, his advice and guidance is first class.

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Geoff's for coming up to 4 years and he has truly been excellent throughout. I first reached out knowing I needed to get my finances in order; I can definitely say that they are ordered now!

How has Geoff Day helped you?

Put simply Geoff has made my money work harder for me via different investment vehicles, thinking through pensions and being prepared for a comfortable retirement. As well as providing his advice, he is happy to connect me within his network to specialists and that has genuinely been invaluable.

Have you seen the outcome you were hoping for?

I have become more financially literate through my relationship with Geoff, and feel like I know what is going on with my finances. He checks in frequently so he is aware of what is going on. Life has thrown a few curveballs lately and he's been a source of trusted advice and rational thinking.

This review is a follow-up review from a client who left a review previously.

How has Geoff Day helped you since your last review?

I have been a client of Geoff's for over six years. Geoff continues to provide great advice: he is a great listener, asks pertinent questions and offers gentle challenges which makes the whole experience feel uniquely tailored to me. He is always there for me when I need some help or advice. Also, Geoff's administration team is highly professional and efficient when, for example, I want to amend my usual pension drawdown arrangements. Overall I am very happy with the service that Geoff and his team provide.

Please provide a brief comment about your experience with Geoff

Wilcox Day Wealth Management are a highly professional and knowledgeable firm who provide clear, well-structured and pragmatic financial advice. From a professional adviser’s perspective, their approach is thoughtful, collaborative and always focused on achieving the best outcomes for clients. They take the time to understand clients’ wider objectives and work effectively alongside other professional advisers, which is invaluable when dealing with complex planning matters. I have found the team to be responsive, diligent and a pleasure to work with, and would have no hesitation in recommending Wilcox Day Wealth Management to clients seeking trusted, high-quality wealth management advice.