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Ashlea Financial Planning

About Ashlea


Ashlea Financial Planning was founded in 2005 by Diane Weitz, who made the decision to set up an independent financial planning business, following an extensive career in the financial services industry.


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

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The FTSE 30 index has been running for 75 years.  It was originally started in 1935 as a measure of the frequency of trading of its listed constituents.   Those shares which were most frequently traded had a greater influence on the index. There are...

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The Treasury have announced a consultation on pensions in drawdown.  In particular they are looking to make ASP ( alternatively secured pension) to be much more flexible.  Mark Hoban is looking at continuing the USP(unsecured pension) regime beyond the...

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The government has said that state pensions will increase by a minimum of 2.5% per annum from next yhear.  This increase however only relates to the basic state pension.  Any pension from the State Earnings Related Pension Scheme (SERPS) or State Second...

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Financial Planning

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Our People

Ashlea Financial Planning                                               ...

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Our Business

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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Lifetime Mortgages

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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Company Details

Registered Name: Ashlea Financial Planning Ltd
Registered No: 5439258
Registered Place: England And Wales
Registered Address: 81 Hatherley Road Cheltenham GL51 6EG

 

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