Kirsty McAuliffe

Kirsty McAuliffe

Invest Retire Protect Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Stirling
View location

Top Rated 2025
Verified since: December, 2023

4.9 out of 5

24 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 March 2025

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

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Restricted Financial Adviser

    Last checked: 06 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Kirsty has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Kirsty has not yet added their fees to their profile

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Kirsty

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kirsty (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 March 2025

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

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Restricted Financial Adviser

    Last checked: 06 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Kirsty has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Kirsty has not yet added their fees to their profile

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Kirsty

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kirsty (based on 5 first impressions)

I am a Financial Adviser with Invest Retire Protect. I am qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers, known as restricted advice. Having worked in the Financial Services industry for 14 years and Level 4 qualified in Regulated Financial Planning with the CII for 10 years. My ambition is to deliver quality advice in a friendly, knowledgeable and efficient way. I have worked in various roles within M&G (formerly Prudential) as a Specialist Pension Team Manager, Pension Transfer Consultant and now a Financial Adviser. I have developed specialisms in company pension transfers as well as retirement planning. Delighted to have been named Academy Adviser of the year in 2024 by M&G wealth. I spend all of my time outside of work with my young children Mirren and Albie.

£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).

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Adviser Disclaimer

I am an appointed representative of M&G Wealth and offer Restricted advice on protection, retirement planning, investments & estate planning.