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Ayla Wealth Management Limited

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Bio

Jen Margison is an experienced Financial Adviser with 18 years in the financial industry and a Diploma in Financial Planning.

After five successful years as a financial adviser and a deputy manager with Prudential Financial Planning, Jen was delighted to establish her own financial advice business, Ayla Wealth Management, as part of The Advice Partnership from Prudential.

Jen has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Jen takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Jen provides sound, personal and expert advice.

In her spare time, Jen and her husband Tris enjoy walking and training their dog Tilly.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Rhea

Rhea Williamson is an experienced Financial Adviser with over 15 years in the financial industry and a Diploma in Financial Planning. Rhea is currently working towards becoming a Chartered Financial Adviser. This gives Rhea a vast technical knowledge and skills in investment and retirement planning. Rhea has previously been an adviser for Prudential and an independent financial adviser before returning to work with Jen on behalf of M&G Wealth Advice. In her spare time, she enjoys playing Netball, socialising with friends and spending time with her husband, Chris and two young sons, Thomas and Oliver.

Testimonials

February 2021

Jens’s detailed knowledge and professionalism made my journey through the world of pensions and finance so easy. With a relaxed and patient approach, she helped me understand why I was able to retire much earlier than I had previously thought possible.

February 2021

Jen has an engaging manner with a very good up to date, sound knowledge of financial management.  She is always punctual with appointments and efficient in providing appropriate advice.

February 2021

When I retired I decided that I needed some expert help with my pensions and savings. Jen arranged my portfolio and continues to review it, to ensure it meets my needs. Jen is brilliant to deal with, very professional and always available with sound financial advice and reassurance. This being even more so important, during the recent difficult economic conditions.

February 2021

Jen has been looking after our finances for many years now. We have found her to be extremely knowledgeable in her field & has a pleasant & friendly manner & is always contactable for advice. We would not really want anyone else looking after our finances.

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Jen Margison
Rhea Williamson

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Ayla Wealth Management Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.