0177 293 7181
Based in Preston
View locationChecks carried out by VouchedFor
FCA Regulated
Ailsa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Ailsa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Ailsa has not received any client reviews in the past 12 months
Ailsa has not received any reviews in the last 12 months
Ailsa has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 November 2019
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Ailsa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Ailsa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ailsa has not yet added their fees to their profile
Fees not yet added
Ailsa has not yet added their fees to their profile
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Ailsa (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Ailsa
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Ailsa (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ailsa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Ailsa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Ailsa has not received any client reviews in the past 12 months
Ailsa has not received any reviews in the last 12 months
Ailsa has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 November 2019
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Ailsa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Ailsa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ailsa has not yet added their fees to their profile
Fees not yet added
Ailsa has not yet added their fees to their profile
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Ailsa (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Ailsa
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Ailsa (based on 4 first impressions)
I specialise in providing Retirement and Later Life advice, incorporating retirement planning, tax planning, investment management and estate planning. I have held Chartered Financial Planner Status since 2010, am a Fellow of the Personal Finance Society and hold the Society of Later Life Advisers (SOLLA) accreditation. I have a particular interest in estate planning and trusts and hold the Society of Trust and Estate Practitioners’ (STEP) Certificate for Financial Services. I have experience of all types of investments and pensions, including occupational pension schemes, private pensions and pensions on divorce. I will; • Help you to understand your financial position; • Explain the options available to you; • Assist you in making informed decisions; • Support you in achieving your goals
Offers available through VouchedFor
Contact Ailsa through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ailsa's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Authorised and Regulated by the Financial Conduct Authority (FCA)