Wilcox Day Wealth Management Ltd

Understanding what today's Autumn Budget means for you. https://lnkd.in/eAJqtJ6T #budget2024

If you want to understand more about how the changes announced in the Budget may impact you and your finances, contact us today wilcoxday@sjpp.co.uk Read more here: https://lnkd.in/ewniBqVw Wilcox Day Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 23/10/2024 #AutumnBudget

Financial advice is a matter of trust and understanding, as much as money. Consumers value a trusted, longstanding relationship with their adviser above all else. Earning trust is key, as in understanding of the inter-connective elements of people, planning and money. Learn more: https://lnkd.in/eTZeRy66  

📼 Running a business quickly becomes all consuming. Your business soon becomes your pension, and because of this, we help to protect it in the event something unexpected or bad happens. #businessprotection https://lnkd.in/gduJWJux

How we help our clients as individuals is to understand what is important to them. Their career, family, lifestyle and legacy. Then we start to create a financial plan to meet the needs of living for today and delivering their dreams of tomorrow. https://lnkd.in/eT_6XpBr #wealthmanagement #financialplanning

Today Geoff Day and Ellie Wiggin are presenting at a conference for owners of childcare nurseries. No pressure as during the day they are sharing the stage with an Olympian, a dragon from Dragons Den and the CEO of Mumsnet. No pressure 🤣🤣🤣

Would you jump out of a plane without a reserve parachute ? The simple answer is no!! But so many business owners do by saying their business is their pension. Do they have a reserve chute ? Tomorrow Geoff Day is presenting with Ellie Wiggin to a group of business owners. Other presenters include an Olympian and a dragon from dragons den. So a big day. Here are some thoughts from some clients as business owners on the importance of planning. https://lnkd.in/eku3PhX4 #businessowners #planning #businessexit

Every conversation with clients about money has, this year, had a political bent based on the sheer volume of the globe going through a general election. Here in the UK, we are still dealing with this with the impending first budget from Labour...yet arguably the biggest election is yet to come - the US. This could have wide reaching effects and remains tightly contested. Here are some views on how the policies could impact the global economics/policy. The big question with these events is always - do you know where things like old pensions are, do you know how they are invested, are they set up for the ever changing world, etc. https://lnkd.in/ei5fzkZs

It's Friday and we are pleased to share a new #testimonial ▶️ "I recently started my own business and with a young family, I wanted to review my finances. Geoff was recommended to me by my Accountant. Since day one, Geoff has taken the time to fully understand our financial position, where we want to get to, and our priorities around jobs and family. A thorough and well thought out plan was devised and explained to us in a language we could both understand. He has been supportive, educational, approachable. We have not felt rushed or pressured at any point. We feel he really cares about us and we are extremely pleased with our new financial setup."

As a growing business, you may be looking to expand your team, which means weighing up the pros and cons of hiring contractors versus employees. There are tax and legal implications for both, so it’s sensible to take advice before hiring anyone and ensure your contracts are up to date. Let us guide you through some of the pros and cons https://lnkd.in/eGKRgrXg