Congratulations to Springfield Director and Chartered Financial Planner, Ailsa Thomas, who this week will be celebrating 15 years at Springfield Financial Services.
Ailsa joined Springfield in 2004 and has been a shareholding Director since 2012. When asked about her time at Springfield Ailsa said ‘I have very much enjoyed my time at Springfield so far, it is a lovely place to work with many of our team having been with us for over 10 years. I look forward to continuing to develop both personally and professionally in the years to come’.
Ailsa provides holistic financial planning advice in a range of areas, including retirement planning and retirement options, investment management, tax planning, inheritance tax mitigation and estate planning. Ailsa has experience of all types of investments and pensions and has a particular interest in trusts and estate planning having attained the Society of Trust and Estate Practitioners’ Certificate for Financial Services in 2012.
Ailsa began her career in Financial Services in 2000. Working initially in administration whilst she studied towards her professional qualifications, Ailsa soon moved on to assisting colleagues in a technical capacity, as a result of which she became a Paraplanner and later a Chartered Financial Planner, providing independent financial advice. Despite achieving Fellowship of the Personal Finance Society in 2016, Ailsa continues to study for additional qualifications as part of her continued professional development.
Ailsa is married with two young children and outside of work she enjoys running, walking in the local countryside and spending time with family and friends.