Testimonials
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
Markets: PIGS An interesting acronym which stands for Portugal, Ireland, Greece and Spain Worries over the possibility of Greece defaulting on some of its loans spilled over into worries about the sovereign debt of Portugal, Ireland and Spain. ...
Read More...The head of the police complaints watchdog is calling for a national debate on how officers maintain public order after revealing nearly 90 complaints had been received about the use of force at the G20 protests. Lorem ipsum dolor sit amet, consectetur adipiscing...
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Prime Minister Gordon Brown has apologised over e-mails sent by his former aide Damian McBride. In a letter to the head of the civil service, Sir Gus O'Donnell, Brown said the controversy sparked by a senior aide's slurs against several high-profile Tories...
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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....
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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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Monday Morning Finance Update Markets: PIGS An interesting acronym which stands...
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IPCC head has serious concerns The head of the police complaints watchdog is calling for a national...
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Brown email scandal Prime Minister Gordon Brown has apologised over e-mails sent by...
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