Meet the Team

Testimonial

'We feel very comfortable with Ashlea, and want to thank Diane and her team for their calm professionalism and superb customer service.'

Mr. and Mrs Turner

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Diane Weitz

Director and Financial Planner. BSc, APFS, CFP, IMC

Diane has nearly thirty years experience in Financial Planning.

She is an active member of the Institute of Financial Planning and is currently the Chairwomen of the Cotswolds Branch.  She is one of only 1,000 advisers to have achieved the Certified Financial Planner License and was also one of the first people to become a Chartered Financial Planner with the Personal Finance Society.

Diane has quite varied interests away from the office. She is a keen follower of opera and loves to spend time rambling in the local countryside with her husband Paul. Her four children are all now married and the family is growing with the addition of four grandchildren.

 


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Nik Marsh

Financial Planner. APFS, CFP, CFA

Nik has over twenty years experience in the financial services industry. 

He started his career at Price Waterhouse where he became a Chartered Accountant.  Before joining Ashlea in 2013, he worked for fifteen years at Goldman Sachs performing a number of client facilitation roles within the Equities Division. Nik achieved the Chartered Financial Analyst designation in 2003 and became a Chartered Financial Planner and Certified Financial Planner in 2015 & 2016, respectively.

Nik lives with his wife, Nicki, and their two teenage sons in Painswick, Gloucestershire. He is a keen endurance sportsman and having completed a number of Ironman Triathlon, he is heading to the Sahara to compete in the Marathon des Sables later this year.  Although his rugby playing days are over he enjoys spending time watching Gloucester with friends at the weekends.

 


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Susan Wall

Office Manager. CertPFS

Sue and her team play a vital role, providing the day-to-day contact with our clients. They provide critical administrative services to the financial planners as well as managing all of the back office functions for the business.

Sue is very experienced in her role having worked in financial services for over thirty years. She started her career in her home town of Wigan before moving to Cheltenham.

Sue and her husband Allen live in Gloucester. They are both keen cyclists and Sue has recently started running to prepare for the Monster Mud Race as part of the Ashlea team later this year.

   


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Ellie Clark

Position.

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Lauren Owen

Administrative Assistant.

Lauren joined Ashlea as an apprentice in 2013. We were so impressed with her that she was  hired as a full time employee in January, 2014.  She is keen to further her knowledge and is currently working on the CII Certificate in Financial Services.

She lives with her family in Cheltenham and is a keen gym and movie goer.  She has a love for travel and the whole office eagerly awaits the announcement of her next exciting destination.  

 


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Clara Hambling

Office Assistant.

Clara, or "Creative Clara" as she is known in the office has an interesting and varied background having been involved in theatre management as well as community arts development and even a little acting on the side. 

Away from the office Clara is kept busy by her two young sons and can often been seen, literally, running from one place to another with them around Cheltenham.  In fact we are pretty sure she comes to work for a rest!!

 


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Paul Weitz

Company Secretary and Finance Director. 

Paul spent the majority of his career in Business and Development roles at various companies.  He brings his years of knowledge to bear at Ashlea where he acts in a finance role in addition to the provision of regulatory reporting.

Paul has a number of interests outside of the office including being a keen cyclist and golfer.  In addition to attending the opera with Diane, Pauls interest in the arts extends to painting and a number of his works can be seen at the Ashlea offices. 

 


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Coco the Cat

Official Welcoming Committee.

Coco who lives in Diane and Paul's house adjacent to the Ashlea offices is a frequent visitor during office hours.  She is quite a vocal member of the team and likes to be involved in everything that is going on.  Please note that if you are allergic to cats we can make sure she is kept away - although we will pay for it later!