Alex, financial planning and guidance sessions that fit around you and your goals.

My Approach: Money is personal and so are we. I help you connect your lifestyle to your finances.

Kate Woosey, Financial Planner at Alex.

Kate Woosey, Financial Planner at Alex.

Meet me.

Coming from a creative background, I saw first hand the lack of financial advice and guidance available for freelancers and people working in the creative industry. Having seen a need for accessible, personal financial advice, I took the decision to retrain as a financial adviser, setting up Alex to help change the way self-employed consultants, small businesses, and creatives engage with their finances. I put in place steps to build security through personalised financial advice, delivered online or in-person.

What you can expect.

It’s Personal.

I actively listen and work with you to understand your financial goals and align your values with your money.

A Higher Standard.

Your best interests are paramount and I’m straightforward about what I do for you and what it costs.

Clear fees.

Affordable advice, always.

Testimonials.

 

“Excellent service - speedy and informative and perfectly tailored to my requirements. Would highly recommend!”

— Martha McNaughton

“Kate is exactly the sort of person I want to speak to about my finances. She is approachable, down-to-earth and genuine. As a start-up creative business, things like pensions and income protection had fallen to the back of my mind - and felt way over my head. Kate made things very easy to understand and I now feel sorted and secure. I very much trust her judgement, I know she gives me the best possible advice for me and my business.”

— Natasha Jackson, Brand Story

“As someone who runs their own freelance business, but who is admittedly rubbish with money, I always knew that I needed a professional to help get my finances in order. However, the world of financial advisors always felt a bit intimidating - until I met Kate. Kate is diligent, friendly and knowledgable and manages to be both credible and relatable in equal measure.”

— Coni Longden

Personal plans to reach your goals.

 

Financial literacy.

1-2-1 ad hoc advice on all things money management, from overcoming your mental blocks to implementing a business cash flow. Book.

Mortgages.

Find the best deals and advice on your mortgages. I offer whole-of-market mortgage advice and pre-offer planning.

Protection.

Creating insurance solutions to take away or reduce financial stress in times of need.

 

Investing.

We spend time to define your goals, create an investment plan and look after it for the future.

Retirement Planning.

Creative lifestyle planning, with some simple steps you can start to build your knowledge and feel good about retirement.

Estate Planning.

Ensuring that you and your assets are protected for future generations.