Ashlea Financial Planning
About Ashlea
Ashlea Financial Planning was founded in 2005 by
Ashlea’s objective is to develop an understanding of your life goals and personal ambitions, and examine how a professional financial management, planning and investment process can be used to facilitate these.
The starting point for this financial planning will be an in depth discussion to establish what is really important to you.
- We will then collect and collate all the data necessary to build your personal plan, which together with the creation and ongoing management of an asset portfolio will be designed to enable you to achieve your life objectives.
- The service offered by Ashlea is charged on a fee basis. This reflects the importance we place on the need for an ongoing, independent and professional service, rather than any emphasis on a specific product offer.
Latest News
I understand that Barak Obama has decided to take his Christmas break in Hawaii and therefore postpone decisions to avoid the Fiscal Cliff. Evidence shows that the republicans are tiring of their own politicians views so maybe it is a good idea to have a...
Read More...Diane has passed the STEP (Society of Tax and Estate Practitioners) Certificate in Financial Services Trust and Estates examination following a sitting in November.
Read More...The full summary can be found in the Articles and Newsletter section. Important points were than the usual allowances have been increased this year wiht the personal allowance increasing to £9440 from April 2013 Other significant points were that the limit...
Read More...Financial Planning
Ashlea Financial Planning provides professional and comprehensive financial advice, and a financial planning service to meet the financial goals of individuals and employers Ashlea is an independent Financial Advisor, which means that if a client...
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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....
Read More...Newsletter Signup
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Spring Budget Summary 2013
Stock Markets
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