"With rising personal debt levels in Britain, and a lack of long-term savings, better money management and Financial Planning is essential." (IFP)
Click the link above to access the Financial Planning week website, courtesy of the Institute of Financial Planning.
Ashlea Financial Planning puts you and your interests first at every stage in the planning process. Your lifetime goals and financial independence can be more easily achieved by working as a partnership with us. By developing an ongoing relationship with you, an in depth understanding of what you want to achieve, and applying our financial expertise, Ashlea Financial Planning strives to improve your quality of life and enhance your peace of mind.
Diane Weitz, Director, has been involved in Financial Planning since 1986. She has always felt it important to gain industry qualifications to provide a better service for her clients.
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 Chris Weitz and Lauren Gifford who are studying to pass the Charted Institute of Insurance exams. Lauren is a qualified Mortgage Adviser and Chris has now passed the CF1-CF4 exams and is waiting on the results of the final part of the Financial Planning Certificate, CF5, to complete the qualification.
