Adam Willingale
Principal of Wellrock Financial Planning @Wellrock Financial Planning
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WORK HISTORY
Principal of Wellrock Financial Planning @Wellrock Financial Planning
As the Founder and Principal Financial Adviser at Wellrock Financial Planning, I provide clear, personal financial advice to individuals, couples, families, and business owners across the UK — backed by the strength of the St. James’s Place Partnership.My work is about more than numbers. I help clients make confident, informed decisions about their money, goals, and future — offering practical guidance, plain English, and real support every step of the way. What I do:• Tailored financial planning for individuals, families, and business owners• Strategic wealth management, protection planning, and retirement advice• Expert mortgage and borrowing advice to support home ownership and property goals• Building lasting relationships grounded in trust, clarity, and care• Empowering clients to take control of their finances with confidenceI’m passionate about making financial advice feel approachable, reassuring, and genuinely useful — helping people understand their options, avoid costly mistakes, and build a future they feel good about. Behind the scenes:Alongside client work, I manage all operational aspects of Wellrock, including:• Compliance and regulatory oversight• Business admin and financial systems• Marketing, communications, and brand development• Growth strategy and client experience innovation• Embedding our core values: Clarity. Care. Confidence.At Wellrock, we believe good financial advice should feel like support — not sales. I’m proud to lead a firm that puts people first, provides real value, and helps clients move forward with purpose.Your home may be repossessed if you do not keep up repayments on your mortgage.Wellrock Financial Planning is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title ‘Partner’ is a marketing term used to describe St. James\'s Place representatives.SJP Approved 08/04/2025
EDUCATION
West Kent College
AVCE, Information Communication Technology
Chartered Insurance Institute
Diploma in Regulated Financial Planning, Financial Planning and Services
Oakwood Park College Maidstone
Information Technology, Application of Number & Communication
CIMA
Certificate in Business Accounting, Financial Accounting and Business
Chartered Insurance Institute
Certificate in Mortgage Advice, Financial Planning and Services
St. Gregory's School Tunbridge Wells
11 GCSE's
ABOUT ADAM WILLINGALE
Helping individuals, couples, and business owners make smarter financial decisions — with advice that’s clear, personal, and built around real-life goals.At Wellrock Financial Planning, we empower people to take control of their finances, protect what matters most, and build the future they truly want. Based in Kent and London, and backed by the strength of the St. James’s Place Partnership, we provide trusted advice driven by clarity, compassion, and long-term results.I’m committed to delivering more than just financial plans — I help clients feel informed, supported, and confident in their choices. With 14+ years in senior finance roles and qualifications in financial and mortgage advice (DipPFS, Cert CII MP), I combine technical insight with a calm, down-to-earth approach that puts people first. What we help with: Financial PlanningPersonalised, goal-based financial plans for individuals, families, and business owners. A clear plan helps avoid costly missteps and move forward with purpose. Investment & Wealth ManagementTailored investment strategies that match your goals, risk profile, and timeline — cutting through the noise to deliver long-term results. Protection PlanningFrom life insurance and critical illness cover to income protection, I help ensure families and businesses are safeguarded when life doesn’t go to plan. Mortgage & Lending AdviceWhether buying your first home, remortgaging, or investing, I guide you through the process — helping you get the right deal and avoid costly errors. Retirement PlanningHelping clients understand their pension options and build reliable, tax-efficient retirement income plans — for peace of mind in later years. Inheritance Tax & Estate PlanningI help reduce inheritance tax exposure, protect your estate, and ensure your wealth is passed on according to your wishes.At Wellrock, we\'re passionate about empowering families, promoting financial education, and helping people make informed decisions. Financial planning isn’t just for the wealthy — it’s for anyone who wants clarity, peace of mind, and a future they can look forward to.Let’s build a financial future that works for you.Your home or other property may be repossessed if you do not keep up repayments on your mortgage.The value of your investment can go down as well as up. You could get back less than you invested.
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