Jen Margison is an experienced Financial Adviser with 21 years in the financial industry and a Diploma in Financial Planning.
In 2020 Jen was delighted to establish her own financial advice business, Ayla Wealth Management, as a partner of M&G Wealth Advice.
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.
Jen lives with her husband Tris and her Cockerpoo Tilly.
Rhea
Rhea Williamson is an experienced Financial Adviser with over 17 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.
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.