At Wilcox Day, we help business owners and individuals MAKE BETTER CHOICES WITH THEIR MONEY.
Owners: we can help you
• Benchmark your business versus your peers
• Extract profits
• Provide employee benefits and financial education
• Protect and control your business against unforeseen events.
Individuals: we believe in goals-based financial planning. This means that we work together to identify your goals and align your finances by creating a plan that has real meaning to you.
We offer a wide range of services, including:
• Business Owner advice (Profit Extraction, Employee Benefits, Shareholder Protection, Loan Protection, etc.)
• Pension & Retirement Planning
• Investment Planning
• Mortgage advice
• Protecting what is important to you
• Inheritance tax Planning
• Workplace Financial Education and Wellbeing
What Type Of Networking Events Are You Interested In?
Which online or offline business networking groups do you belong to? (Please type 'none' if you're new to networking)
Hogs Back Business Group
Ask the Experts
What's A Good Business Lead For You? (potential customers, and anyone else you would like to connect with)
An owner looking to get in control of their finances: profit extraction, business resilience, employee benefits
An individual wanting to get in control of their personal finances and build a solid financial plan
How Did you Hear About Us?
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