Rhea Williamson

Rhea Williamson

Ayla Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8941
Based in Shipley
View location

Top Rated 2025
Verified since: March, 2024

4.9 out of 5

17 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 27 March 2025

    Rhea and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Rhea has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 27 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Rhea has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Rhea has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 27 March 2025

    Rhea and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Rhea has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 27 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Rhea has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Rhea has not yet added their fees to their profile

I am a Financial Adviser at Ayla Wealth Management Ltd, a partner of M&G Wealth Advice. Ayla Wealth Management Ltd advise on a range of products from Prudential and other carefully selected providers. This is known as restricted advice. Specialising in bespoke advice for retirement planning, protection and investment solutions. I have 15 years experience in the financial services industry and a Diploma in Financial Planning. I am currently working towards becoming a Chartered Financial Adviser. Ayla is a female led financial advice business and I work alongside my colleague Jen Margison to demystify financial concepts and help our clients plan for their futures.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Rhea's clients

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