Any Google search for 'Financial Adviser near me' is likely to display a number of suppliers all within a short distance. That is the case for a serach of Financial Adviser in Fleet Hampshire. Some IFAs will be listed in the Google map results and others in the Page 1 listings and so on.
The challenge comes for the person looking for the service to select one or two from the list displayed. We spoke to Geoff Day of Wilcox Day Wealth Management in Fleet about what his advisory practice does to further differentiate its offering. He says that at Wilcox Day they work hard on the following:
The technology behind finding a supplier of any service may have changed, with a greater emphasis on the internet. But what hasn't changed and won't change, is the idea that people still buy people. Geoff says one of the things he has missed in the past year is the sitting down and getting to know new clients. Zoom has a part to play but it is not comparable he says. With the road map out of lockdown unveiled, Geoff hopes to be catching up with clients, residents and businesses in Fleet and its surrounding areas from the early summer onwards. Geoff Day: 0330 1221 975
Member since: 4th January 2015
Nick is a local Fleet resident with interests in all things Fleet, good food, wine and travel. Oh and sport too...