Ailsa specialises in providing Retirement and Later Life advice, incorporating retirement planning, tax planning, investment management and estate planning. Ailsa has held Chartered Financial Planner Status since 2010, is a Fellow of the Personal Finance Society and holds the Society of Later Life Advisers (SOLLA) accreditation. Ailsa has a particular interest in estate planning and trusts and to this end, holds the Society of Trust and Estate Practitioners’ (STEP) Certificate for Financial Services.
Following completion of her A Levels at Nelson & Colne College, Ailsa began her career in Financial Services in 2000. Working initially in administration whilst she studied towards her professional qualifications, Ailsa went on to assist advisers in a technical capacity as a Paraplanner and later moved on to advising clients. Ailsa has experience of all types of investments and pensions, including occupational pension schemes, private pensions, pension transfers and pensions on divorce.
Ailsa is married with two young sons, who keep her busy outside of work. In her free time, Ailsa enjoys meeting up with family and friends and walking in the local countryside.
Within the past 3 yrs Springfield have, with their experience in all aspects of inheritance planning, reorganised our financial affairs with energy and enthusiasm. We strongly feel that our investments are much better placed to benefit our family now, and in the future, than prior to Springfield’s involvement as Financial Advisors.
B & M L Turner, Hale, Manchester
Over eight years we have found Springfield Financial blends impressive detailed expertise in taxation and investment with close attention to understanding our family objectives. Their steady support helps us sleep at night.
Anon, Forton, Lancashire
As a long established retailer (est 1878), we are very busy running our main business. We therefore rely heavily on Springfield looking after our investment portfolio in a proactive manner.
Springfield’s skill set is broad and comprehensive and we have found that they have helped us in many ways. They manage to “out- perform” the market in our general investment portfolio and have a simple and effective reporting mechanism that keeps us abreast of what is happening, without us having to read through masses of paperwork.
Regarding pension management, they have greatly helped us and keep us up to speed with what has been a complex and ever-changing situation due to the introduction of a myriad of new rules by the government.
Historically we have experienced other IFAs and Springfield are miles ahead for the needs of busy SME companies.
C Dickinson, Hexham, Northumberland
With Springfield Financial you'll receive high quality, ongoing independent advice from a trusted financial professional.
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