Zak Wilcox - Financial Planning Consultant

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

02/06/2025

As seen on LinkedIn - a little bit about me and how we can help

Like most, it’s fair to say that I somewhat fell into the financial planning industry. After studying Accounting, Finance and Management at the University of Nottingham, I’d had every intention of qualifying as an accountant.

But then a close friend, who was already in the industry, opened my eyes to the world of financial planning and the opportunities it presented - particularly to younger advisers due to the increasing age of existing advisers

In November 2021, just after graduating uni, I started my level 4 DipFA studies with the LIBF which were completed the following August

In January 2022, I took a role as a paraplanner working alongside a sole adviser and my close friend mentioned above. This role was invaluable - it sharpened my technical knowledge and give me a real insight into how the industry operated

By January 2024, I started working towards my level 6 Adv DipFA with the aim of becoming chartered (final module finishes in December - fingers crossed)

Fast forward to today, I’ve been a Financial Planner for just under 12 months, with over 3.5 years of industry experience

The past year has been a whirlwind - diving head first into the world of self-employed, trying to juggle existing clients whilst trying to win new business, as well as building a network of people around us we can trust to help us grow and to ensure clients are looked after in areas outside of our remit. We’ve also taken on a small number of longstanding clients from the adviser we’ve worked alongside since day one, ensuring these clients are looked after for years to come.

Moving forward, the main focus is to help high income millennials make solid financial decisions and build long term, sustainable wealth

If your business is booming or your payslip is reaching new heights, it might be worth having a conversation with a Financial Planner to ensure you’re maximising your hard earned income

12/05/2025

Around one in four people are missing out by not using their tax-free savings allowance – don’t be one of them. (Building Societies Association 2024)

Contact me today and together we can make a plan for your money.

11/02/2025

As the financial planning landscape undergoes significant changes, the need for advice is heightened.

A morning well spent with Quilter for Advisers at Cotton's Spa - Knutsford discussing fiscal changes, new approaches to wealth management and how to maximise tax efficiency in the new environment we are now in.

06/02/2025

To all self-employed and small business owners:

Sick pay ❌
Death benefits ❌
Auto enrolment ❌
Private health ❌

It’s important you take control of your own finances without the help of an employer. Here is a checklist to help build some financial resilience for you and your family…

Emergency fund ✅
Income protection ✅
Life and critical illness cover✅
Pension contributions ✅
Private health insurance ✅

10/01/2025

Only 20% of savers correctly identify the £20k ISA limit - the amount you can save every year, tax efficiently. Let’s chat so you don’t miss out this year.

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

09/01/2025

Come to say hello to me & Alex Woollam - Financial Planning Consultant at Chester Racecourse on the 12th March

📣 EXHIBITOR ANNOUNCEMENT 📣

Quilter Financial Planning
www.quilter.com

"We’re here to help you plan and manage your investments so you can lead the life you and your family deserve."

Zak Wilcox - Financial Planning Consultant
Alex Woollam - Financial Planning Consultant

03/01/2025

Are your savings set up to beat inflation? If your money’s been stuck in a low interest account, let’s see how we can get it working harder this year.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

(Source: CACI’s Current Account Database (CSDB), Rest of Market Stock at Feb 2024)

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

02/12/2024

You may run or own your own business but what about your personal financial position, how is that performing?

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. June 2023.

25/11/2024

Cashflow modelling can help you see your future in a whole new way and change course if you need to. If you need a plan, let me help build the picture!

20/11/2024

See us featured in December’s edition of Alsager in Focus on page 21 below & also in the Biddulph Times on page 6 😁

18/11/2024

If you’re wondering when it’s realistic for you to retire, and how you might do it sooner, we can work together to help you figure it out with cashflow modelling...