Alex Woollam - Financial Planning Consultant

Alex Woollam - Financial Planning Consultant Self-employed Financial Planning Consultant working with Quilter Financial Advisers.

I have been in the financial services industry now for 4 years working alongside the extremely experienced adviser, Richard Jones. We both work under the Quilter Financial Advisers umbrella, and this has helped me to develop an extraordinary amount whilst undertaking my role as a paraplanner and administrator. Paired with my 5 years of studying at university and via the Quilter Financial Adviser S

chool, I have now begun my own journey and have become a financial professional with Quilter. Having recently completed my Diploma of Financial Advice (DipFA) via Quilters Financial Adviser School (QFAS), I will be looking to obtain my level 6 advanced diploma in the near future. I competed my degree with Manchester Metropolitan University (MMU), graduating with a 2:1 in Banking and Finance (BSc) helping set the foundation for my financial planning knowledge today. My vow is to always put my client’s needs and objectives at the forefront of all advice given. I will ensure all clients feel comfortable and confident with me as their adviser and the advice I have provided them with. Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, 10/06/2024.

After five brilliant years working alongside my Uncle Richard, it’s time to wish him a very happy retirement.Richard’s e...
31/07/2025

After five brilliant years working alongside my Uncle Richard, it’s time to wish him a very happy retirement.

Richard’s experience and sense of humour have made a huge impact on me. It’s been a privilege to work with him, learn from him, and share a few pints along the way too.

Enjoy the well-earned break, Rich.

11/06/2025

A day out of the office for me and Alex talking about the importance of financial planning at the latest business expo at Alderley Park, Alderley Edge

05/06/2025

Around 1 in 4 adults still hold savings in a current account paying no interest*. If you’re looking for a better home for your cash savings, get in touch with me today and let’s talk through your options.

www.Quilter.com/Alex-Woollam

*Building Societies Association 2024

09/05/2025

We’re on the move.

Nothing is changing on the service we offer as we continue to work alongside Askey & Sutcliffe to provide advice on all things financial planning - pensions, investments, savings ✔️

We look forward to seeing you all.

Would your finances benefit from a good spring clean? I can help make it easy to get your finances in order with persona...
14/04/2025

Would your finances benefit from a good spring clean? I can help make it easy to get your finances in order with personal advice and an individual picture of your cashflow. Visit my profile to find out how: www.Quilter.com/Alex-Woollam

Not many people know that higher rate taxpayers can claim back four years’ worth of tax relief on their pensions.* Could...
24/03/2025

Not many people know that higher rate taxpayers can claim back four years’ worth of tax relief on their pensions.* Could this apply to you?

If you’d like to get in touch, you can visit my profile: www.Quilter.com/Alex-Woollam

Tax treatment varies according to individual circumstances and is subject to change.

*Source: https://www.thetimes.com/money-mentor/pensions-retirement/how-to-claim-higher-rate-tax-relief-on-pension-contributions-in-the-uk



Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. November 2024.

Why wait until the last minute to use your ISA allowance? I can show you the impact a whole year of tax-efficient growth...
17/03/2025

Why wait until the last minute to use your ISA allowance? I can show you the impact a whole year of tax-efficient growth could have on your finances.

To find out more check out my profile: www.Quilter.com/alex-woollam

For ISAs, investors do not pay any personal tax on income or gains but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Tax treatment varies according to individual circumstances and is subject to change.

Past performance is not a reliable indicator of future performance. Future returns will depend on future market performance which cannot be guaranteed.



Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. November 2024.

Myself and Zak Wilcox are all set up and ready to go for Cheshire Business Exhibitions, exhibition at Chester racecourse...
12/03/2025

Myself and Zak Wilcox are all set up and ready to go for Cheshire Business Exhibitions, exhibition at Chester racecourse!😁

10/03/2025

Prepare for the new tax year with a financial planning session. By using cashflow modelling, I can help you aim to maximise your finances.

If you’ve got any questions, here’s my adviser profile: www.Quilter.com/Alex-Woollam

If you missed out on making national insurance contributions between 2006 and 2016, then you can still make up the defic...
03/03/2025

If you missed out on making national insurance contributions between 2006 and 2016, then you can still make up the deficit. You’ve now got until 5 April 2025 to make additional voluntary contributions.

So don’t delay. If you’re interested in saving for your retirement, start a conversation via my adviser profile: www.Quilter.com/Alex-Woollam



Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. February 2025.

24/02/2025

The tax year ends on 5 April, but there’s plenty we can do to end it on a high - from checking your allowances to getting more from your pension contributions.

If you’d like to chat, you can find me at: www.Quilter.com/Alex-Woollam



Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. November 2024.

19/02/2025

True financial security isn’t just about investments, it’s about the bigger picture. Holistic financial planning considers every aspect of your financial life, from savings and investments to tax efficiency, pensions, and estate planning.

By taking a comprehensive approach, you can:

✅ Align your finances with your life goals
✅ Minimise tax inefficiencies
✅ Protect your wealth for future generations
✅ Gain confidence in your financial future

A well-structured plan adapts as life changes, keeping you on track for long-term success.

Address

58 High Street
Biddulph
ST86AR

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+447714235738

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