Wilcox Day Wealth Management Ltd

Wilcox Day Wealth Management Ltd is a financial advisory firm that provides various services to assist clients with their wealth. Located in Fleet, Hampshire, they offer financial planning solutions to individuals and businesses in southern England.
  • Tax planning
  • Corporate services
  • Retirement planning
  • Protection planning
  • Investment management
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
Sentinel House, Harvest Cres, GU51 2UZ
03301221975
Digital Popularity
Social Media
Competitors
S4 Financial
S4 Financial is a boutique wealth management firm based in Hartley Wintney, Hampshire, established in 2004.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Polestar Wealth Management
Polestar Wealth Management provides comprehensive financial advice across various areas, including retirement planning, savings, and investment strategies.
Altor Wealth
Altor Wealth is a financial advisory firm that offers investment and advice consultancy services.
Company Details
Wilcox Day Wealth Management Ltd is operated by Wilcox Day Wealth Management Ltd and is a Active company incorporated on 16 July 2018 with the registered office located in Fleet, Hampshire. Wilcox Day Wealth Management Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
1
Age
7 years old
Employees
5
Turnover
Unreported
Total Assets
£486.22K
Cash in Bank
£144.74K
Total Liabilities
-£365.13K

Director • PSC • Canadian • Lives in England • Born in Jan 1976
Teams
All
5
Finance
3
Management
2
Customer Service
2
Director & Owner • Joined Aug 2018
Financial Planner • Joined Oct 2023
Client Relationship Manager • Joined Feb 2025
Paraplanner • Joined Nov 2023
Mortgage And Protection Adviser • Joined May 2020
Paraplanner • Joined Nov 2023
Financial Planner • Joined Oct 2023
Mortgage And Protection Adviser • Joined May 2020
Director & Owner • Joined Aug 2018
Office Manager • Joined May 2023
Client Relationship Manager • Joined Feb 2025
Mortgage And Protection Adviser • Joined May 2020