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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

Featured

I was asked at the end of last year whether I would be prepared to enter a competition wiht Citywire to raise awareness of Investment Trusts as an Investment. I agreed, which may be arash decision but time will tell. Four competitors are being provided wiht £4,000...

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These two headlines give an indication of the contradictions that can be found in the Media. What to believe? The first is from tne front page of The Times today 26th January 2012; the second headline from the inside pages of the Financial Times. It is clear...

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We wish all our clients a Happy Christmas and a Prosperous New Year. The office will be closed from 23rd December 2011 until 3rd January 2012.

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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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