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Alex Aldridge

Financial Planning Consultant DipPFS in Maidstone, Kent

A little bit about Alex

I am committed to providing authentic, straightforward advice to individuals and businesses alike. My focus is on delivering practical solutions to the challenges that matter most, whether that’s growing wealth, protecting assets, or navigating complex business decisions. I have a particular passion for supporting business owners, offering tailored guidance to help them address the unique financial challenges and opportunities that come with running a business.

Find out more about me below.

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

An adviser’s insight

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

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.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Award in Long Term Care Insurance

  • Develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Level 6 Award in Regulated Pension Transfer Advice

  • The CII Level 6 Award in Regulated Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.

Location

Alex Aldridge's location

  • Maidstone
    Kent
    ME15
    United Kingdom
Alex Aldridge's location

Financial Planning Consultant in Maidstone, Kent.

Alex Aldridge's location

More about me

With a genuine desire to help clients achieve clarity and confidence in their financial future, I take the time to understand each person's goals and concerns. My advice is always tailored, transparent, and grounded in real-world experience, empowering clients to make informed decisions with peace of mind.

I believe in building long-term relationships, serving as a reliable source of advice as financial needs evolve over the years. I'm passionate about helping people make sense of their finances, creating clear and simple plans, even for the most complex scenarios. I take pride in supporting clients and their families as they plan for a secure financial future.

Outside of work I'm a keen sports fan, playing football and golf are essential parts of my routine. I also value quality time with friends and family, whether that’s enjoying dinner, drinks, or days out across Kent and London.

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 01 August 2022.