Stacy Cushnan — Financial Adviser in Glasgow
About Stacy Cushnan
Stacy Cushnan is a wealth management consultant who believes that financial knowledge creates freedom. Her philosophy is centred on education, clarity, and empowerment—helping clients move from uncertainty to confidence by truly understanding their financial position and options. She often meets clients at a point where they feel overwhelmed or unsure, surrounded by paperwork and legacy decisions they no longer understand. Stacy sees this as the starting point of meaningful financial planning. Her role is to bring structure to complexity, turning confusion into clarity and helping clients feel more in control of their financial lives. Early in her career, before qualifying as a financial adviser in 2017, Stacy worked alongside advisers during a period of significant industry change. In a non-advisory capacity, she focused on explaining and translating financial information for clients, an experience that shaped her belief in the transformative power of clear communication. It showed her that understanding, not just advice, is what drives better decisions. Today, she is particularly passionate about supporting clients who feel overwhelmed by complexity—whether it’s pensions, investments, or broader financial planning. She focuses on building long-term, evolving strategies that adapt as life changes, helping clients grow in confidence over time. Stacy places strong emphasis on relationships and trust. She is committed to ensuring every client feels seen, heard, and valued, regardless of their financial position. Her approach is personal and honest, built on the belief that trust is earned through transparency, responsiveness, and a willingness to be open when things are uncertain. She is especially driven by the educational side of financial planning, helping clients build knowledge year after year so they feel empowered to make decisions that support their goals and life choices. For her, success is measured in the confidence clients gain over time. Outside of work, Stacy’s life revolves around her three children. Busy and full of energy, family life keeps her grounded and reinforces her belief in what truly matters: helping people feel secure, informed, and free to live life on their own terms.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Estate Planning
- Later Life Advice
- Inheritance Tax Planning
- Investment Management
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Certificate in Mortgage Advice (CII) Certification for Long-Term Care (CII)
Regulation
Stacy Cushnan is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Stacy Cushnan an FCA-regulated financial adviser?
Yes. Stacy Cushnan is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Stacy Cushnan offer?
Stacy Cushnan offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Stacy Cushnan?
Fees vary depending on the service, the complexity of your situation and the assets involved. Stacy Cushnan will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Stacy Cushnan is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Stacy Cushnan?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Stacy Cushnan directly through the contact form.
Does Stacy Cushnan work with clients outside Glasgow?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Stacy Cushnan is based in Glasgow but you can confirm preferred meeting locations and video options when you book your initial call.