Zak Wilcox
Financial Planning Consultant with Mortgages DipFA, CeMAP in Biddulph
A little bit about Zak
It's my aim to help business owners and successful professionals across Staffordshire & Cheshire recognise and achieve their financial goals through comprehensive and bespoke financial plans by covering all aspects of Financial Planning, from investments and wealth management to retirement planning and estate planning.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Mortgage
First time buyers, remortgages, buy-to-let.
Diploma for Financial Advisers
- The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.
CeMAP Diploma - Level 4
- The CeMAP Diploma elevates expertise and knowledge in mortgage advice.
Zak's location
Biddulph
Stoke-on-Trent
ST8
United Kingdom
Zak is located in Biddulph and offers expert financial advice to suit your needs.
I've worked in financial services since 2022 after leaving the University of Nottingham with an honour’s degree in Finance, Accounting and Management. I've since furthered my knowledge to ensure my clients can always feel confident in the comprehensive advice presented.
I've now completed both the Diploma for Financial Advisers (DipFA) and the Certificate in Mortgage Advice and Practice (CeMAP) qualifications. It's my aim to help business owners and successful professionals across Staffordshire & Cheshire recognise and achieve their financial goals through comprehensive and bespoke financial plans by covering all aspects of Financial Planning, from investments and wealth management to retirement planning and estate planning.
It’s my number one priority to put clients at ease and ensure good outcomes are consistently delivered for my clients in an ever changing and complex landscape. I fully understand that everyone’s individual circumstances differ, so to ensure my clients’ needs can be fully met at all stages of their financial life, I also offer comprehensive advice on mortgage and protection products.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.