Looking to Retire?

Thinking about saving for retirement and don’t know where to start?
Approaching retirement and unsure of your options?
Wondering if your current pension provision will be enough?
Click below to see how we can help with your retirement journey

Looking to Invest?

Have you recently received an inheritance and unsure about how best to invest it?
Are you widowed or divorced and finding dealing with your finances alone overwhelming?
We have a wealth of experience in reassuring and guiding our clients through difficult times.

Thinking about your future?

Wondering if your pensions will support you through retirement?

Click below to find out how our Retirement Health Check can help you create a plan to make your retirement everything you envisage.

What our Clients say about us.

Gill & Peter Chester - Clients Since 2007

“It isn't about getting more money, its about using the money as a tool for how we want to live our lives”
Kevin Challis - Client Since 2005

“It's a great organisation, everyone knows you and cares about you. You'll go much more than the extra mile to help us, and you have, loads of times.”
David Lyons - Client Since 2016

“We should have engaged in some form of financial advice and support at an earlier age. When l start to think as far as providing advice for my sons it's almost the earlier you start the better. It's more complicated now than it has ever been, and I think our two sons have started to realise that, which is very valuable for them.”
Nick Burroughs - Client Since 2013

“It was such a relief to come to ashlea Financial Planning. We didn't feel like it was a hard sell, they were looking after us and we were pleased to make the move”
Barbara Carter - Client Since 2000

“I am not looking for quick money, I am just looking for somewhere safe for my money. It’s trust, I do trust you, I know that my money is safe with you”
Brian Penrose - Client Since 2006

"It’s a very personalised company, people know you when you walk through the door. I have always found that you’re approachable, it’s the personal touch, the interaction"