Stacy Cushnan — Financial Advisor 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 Planning
Qualifications
Diploma in Regulated Financial Planning (DipFPS) 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 a regulated financial advisor?
Yes. Stacy Cushnan is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Stacy Cushnan offer?
Stacy Cushnan offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Stacy Cushnan based?
Stacy Cushnan is a financial advisor based in Glasgow, serving the AB, DD, DG, EH, FK, G, HS, IV postal areas.
Does Stacy Cushnan offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Stacy Cushnan directly through their Trusted Advisor profile.
What qualifications does Stacy Cushnan hold?
Diploma in Regulated Financial Planning (DipFPS) Certificate in Mortgage Advice (CII) Certification for Long-Term Care (CII)
How do I book a meeting with Stacy Cushnan?
You can book a free initial consultation with Stacy Cushnan directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.