Wilcox Day Wealth Management

17/11/2022

For those trying to make sense and understand the Autumn Statement, here is a synopsis.

Today, the Chancellor of the Exchequer, Jeremy Hunt stood up to present the Autumn Statement and medium-term fiscal plan to Parliament. This has been much awaited since the huge U-turns a month ago following the “mini-budget” announced by the former Chancellor Kwasi Kwarteng on 23 September. The...

27/10/2020

What does financial advice mean to consumers?

Why and when do they take professional advice?

What does it give them, and does that match their expectations?

Commissioned by St. James’s Place and conducted by Boring Money, the Value of Advice report aims to answer some of these questions: https://www.sjpinsights.co.uk/article/the_value_of_financial_advice

If you would like to discuss the value of getting financial advice, please do not hesitate to contact me.

Wilcox Day Wealth Management Ltd 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).

13/10/2020

If you wrote a letter to ‘future you’, would you congratulate yourself on achieving everything you ever wanted?

Give it a try ... it is more difficult to ‘start’ then it is to finish.

If you wrote a letter to ‘future you’, would you congratulate yourself on achieving everything you ever wanted?

13/10/2020

If you wrote a letter to ‘future you’, would you congratulate yourself on achieving everything you ever wanted?

It’s an interesting thought and often more difficult to ‘start’ then actually do. Try it.

If you wrote a letter to ‘future you’, would you congratulate yourself on achieving everything you ever wanted?

12/10/2020

Are you re-evaluating your financial priorities as a result of coronavirus?
There are so many things we are re-evaluating these days...our financial priorities should be one of these things.

The pandemic crisis may have changed how you feel about your plans for the future

18/06/2020

There is no question the government has offered loads of support. If you have not reviewed what is there and you are an individual, employee or business owner - I would encourage you reviewing this. It breaks down the various support for people and links you to where you can get more information.
https://www.linkedin.com/feed/update/urn:li:activity:6679419551966355456

Hampshire Chamber of Commerce
Surrey Chamber of Commerce
Fleet Parents

17/05/2020

Are you looking for kids educational stuff that is engaging and provides real life practical skills. Here are a few fun exercises that involve real life skills, whilst also offer a bit of fun.
Homeschooling and educating your little ones whilst working from home can be tough. I hope this can help!

A very popular resource from our Financial Education in Schools programme, this resource asks students to feed their family for the day with a budget of £15. There are eight family scenarios to choose from, each with different needs. We have provided the shopping list and prices and a PowerPoint pr...