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Ailsa Thomas FPFS

Director, Chartered Financial Planner

Ailsa joined Perspective as part of the Springfield acquisition. Following the completion of her A Levels, Ailsa began her career in Financial Services in 2000. Working initially in administration whilst she studied towards her professional qualifications, she then went on to assist advisers in a technical capacity as a Paraplanner and later moved on to advising clients. She has been advising clients since 2007.

Ailsa has held Chartered Financial Planner Status since 2010 and is a Fellow of the Personal Finance Society. She also holds the Society of Later Life Advisers (SOLLA) accreditation. Ailsa undertakes regular CPD to maintain these professional standards and is due to apply for re-accreditation with SOLLA in 2026.

Ailsa enjoys the social aspect of her work, meeting a wide variety of people and learning about their lives. She enjoys having interesting conversations and using the knowledge and expertise that she has worked hard to build up over the years to help clients achieve their objectives.

Ailsa is married with two young sons, who keep her busy outside of work, usually at the side of a football pitch. In her free time, she enjoys reading, going to gym classes, meeting up with family and friends and walking in the local countryside.

Based

Preston Office

Springfield House
Navigation Way
Preston
Lancashire
PR2 2YP

Telephone: 01772729742