Testimonials
"Diane at Ashlea Financial Planning has advised us for the last five years. Originally a recommendation from a friend both my wife and I have been very satisfied with her professional service... "
Financial Advice in Cheltenham
Financial Planning is all about ensuring that you are in a strong position to make choices about your life. Through our initial discussions we aim to discover your values and identify your goals. Then, having gathered information about your current circumstances, we work with you, to build a strategy, to help you make smart choices about your money for the reasons that are important to you.
Ashlea Financial Planning Ltd was established in 2005 by Diane Weitz, who has more than 20 years experience in the industry, to provide fee-based financial advice.
She is one of less than 1000 advisers to hold the prestigious, world recognised, Certified Financial Planner licence and has also qualified for the new 'Chartered Financial Planner' title, recently established, for the Personal Finance Society, through the Chartered Insurance Institute.
Making up the team are Diane Weitz and Lauren Gifford. Lauren is a qualified mortgage advisor, working towards the Cert PFS qualification.
Latest News
The minimum retirement age for taking benefits from personal pensions is to be raised to 55 from April 6th this year. Those within this bracket who wish to take their pensions commencement lump sum need to act quickly. However in most cases it is not advisable...
Read More...The over 50s have until April 5th to use up the extra £3000 ISA allowance that was granted by Alastair Darling in last years budget. This is in addition to the £7,200 allowance. Remember too that Easter this year falls on April 4th so April 5th is a bank...
Read More...Following the Court of Appeal ruling on Robert Gaines-Cooper who had been in the Seychelles since 1976, those who retire abroad and still keep interests in the UK may still be taxed on their worldwide income. The difficulty comes with the rules surrounding residency. ...
Read More...Financial Planning
With the increase in property prices over the last twenty or so years many elderly people find themselves in the situation where they have little income but are living in a valuable asset. There are various ways of releasing this capital to provide extra income....
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Sadly, in the current climate, many elderly people find it difficult to look after themselves at home. At Ashlea Financial Planning Ltd we have experience of helping the elderly, or their personal representatives, with the financial planning either to provide care...
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Inheritance tax is charged at 40% on any Estates exceeding the 'nil rate' band, currently £325,000. With the increase in property prices this is no longer just a tax on the wealthy. This can be devastating for beneficiaries who may find themselves inheriting...
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Top Headlines
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Last chance to take lump sum from pensions for 50-55 year olds The minimum retirement age for taking benefits from personal pensions...
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ISA allowance for over 50s The over 50s have until April 5th to use up the extra £3000 ISA allowance...
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Expatriates Beware the Tax Man Following the Court of Appeal ruling on Robert Gaines-Cooper who had...
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