Financial Planning Consultant DipPFS in Woking
I'm Alan Thomlinson, a Financial Planning Consultant with Quilter, based in Woking, Surrey. I help clients build clear, confident plans around pensions, protection, savings, investments and inheritance tax planning – to help them stay on track toward the life they want. Before advising, I spent 19 years in the charity and aid sector, managing complex projects and emergency response work, which shaped how I think about planning for the unexpected.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Home contents insurance, buildings insurance.
Woking
Surrey
United Kingdom
Alan is based in Woking and offers expert financial advice to suit your needs.
Managing your money can feel like a constant weight - confusion, guilt, and the nagging sense you should be doing something differently, but aren't sure what. You might have a pension you don't understand, savings in the wrong place, or an unease that if something went wrong tomorrow, you wouldn't be as protected as you think. You're not alone, and it doesn't have to stay complicated.
I'm Alan Thomlinson, a Financial Planning Consultant with Quilter, based in Woking, Surrey. I work with people who want a straightforward plan for their money - not a stack of products they don't understand, but a clear picture of where they stand and what to do next. I help with pension planning, protection, short and long-term savings, investment planning, and inheritance tax planning - all built around what you're actually trying to achieve, not just products for their own sake.
Before advising, I spent 19 years across the civil service and the aid sector, where money was a constant challenge - stretched budgets, competing priorities, and the need to make every pound count. Watching my parents manage our family's money -saving carefully, investing where they could, living frugally when they had to - taught me early that good money management isn't about how much you have, it's the decisions you make with it.
Planning can iron out most financial challenges before they become real problems. Many people are over-insured against things that barely matter, and under-insured against the things that do. Even more fundamentally, most people don't have a clear plan at all - so they don't know what they're really trying to achieve, or whether they're on track to get there.
Simplicity is at the heart of good financial planning. If you can't explain your own plan - or what's in your portfolio - to a partner or friend in five minutes, it's probably too complicated to be useful.
I hold the CII Diploma in Regulated Financial Planning, backed by 19 years managing large-scale, complex projects and emergency response work around the world.
Away from work, I'm a dad to two young children and a grassroots football coach of four years - win, lose, or draw. Whenever we can, I take the kids up to the Lake District, a place that shaped a lot of my own childhood.
If any of this resonates, I'd love to talk - whether you're ready to start planning properly or just want to know more about how I work.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 12 October 2026.
