Ayla Wealth Management Limited

Jen

Jen Margison is an experienced Financial Adviser with 20 plus 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 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 solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Jen lives with her husband, Tris, and enjoys spending time on dog walks with their cockerpoo, Tilly. Jen enjoys organising team socials and bringing people together, helping to create a positive and supportive environment both in and out of the office.

Rhea

Rhea Williamson is a Chartered Financial Planner with over 20 years of experience in the financial industry. This prestigious title reflects her commitment to the highest standards of technical knowledge and provides her with a vast depth of expertise in investment and retirement planning. Rhea focuses on moving past the jargon to create clear, resilient strategies that provide long-term peace of mind.

Beyond her professional practice, Rhea is an active member of local business community, where she enjoys hosting networking events for female business owners. In her spare time, she stays active on the netball court and treasures time spent with her friends and family, including her husband and their two young sons.

Laura

Laura joined Ayla Wealth Management in 2025 and holds a Diploma in Financial Planning. Laura’s background as a business owner in the beauty industry has helped her develop a deep understanding of client care and relationship building. This experience underpins her approach to financial advice; creating tailored, thoughtful solutions that reflect each client’s individual goals and circumstances.

Approachable and knowledgeable, Laura believes in empowering clients to understand their financial plans, ensuring they feel comfortable and confident throughout.

Outside of work, Laura enjoys staying active on the padel court, and winds down by practising yoga and spending time with family, friends and her rescue cat named Chickenwing.

Emily

Emily has 20 years of experience in financial customer services and joined the team in 2026 as our administrator. With a background in both the banking and telecoms industries, and a wealth of experience working with people and projects, Emily ensures you have everything you need for your review meetings at a time that suits you, helping to support effective conversations about your finances.

Outside of work she will be making memories with her husband, James, and her two young children, Phoebe and Jack, ideally in the great outdoors.