The following are Testimonials, given in support of Ashlea Financial Planning
“We have been clients of Diane Weitz (Ashlea) for over three years and she quickly got to understand our personal circumstances and our preference for ethical investments. We have been very impressed with Diane’s personal touch and her empathy is perfect
The most important quality between the advisor and client has to be trust and we are confident that Diane has control of our financial affairs. We would not hesitate to recommend Ashlea Financial Planning to friends and family.”
Kevin and Mary Challis
“In all our dealings with Ashlea, we have found them to be a business-like and professional organisation.
Their blend of the use of new technology and individual personal attention enables them to make the often confusing world of finance as straightforward as possible. Dealing particularly with Diane Weitz, we have found her to be a caring and empathetic advisor, who understands our financial needs and advises us accordingly”
Richard Vivian Long Buckby, Northamptonshire
“ For more than 25 years, Diane Weitz has been my Financial Advisor.
That time, a period of great change in the worlds of finance, commerce and fiscal legislation, has demonstrated to me the soundness of Diane’s guidance in developing a robust investment portfolio.
Her advice has been informed, not only by her knowledge and expertise in an ever-changing environment, but also, her understanding of my evolving financial circumstances and requirements. I believe that the continuity of this single interested individual has been of much greater value than the ‘multiple faces’ of a large organisation.”
Gordon Stone Cirencester, Gloucestershire
“Diane at Ashlea Financial Planning has advised us for the last five years.
Originally a recommendation from a friend, both my wife and I have been very satisfied with her professional service. It was important to us that we found someone that my wife felt comfortable with for the future. Diane has helped organise our financial affairs, particularly savings, investments and retirement planning to enable us to reap the rewards of a long working life in the most tax efficient way.
We have since recommended her to two other friends who have also engaged her services”
Patricia Cirencester, Gloucestershire
"I met Diane two years ago when she was recommended to me by two close friends. I had just lost my husband and had some of money to invest. I was extremely vulnerable and despite the fact that my husband was an accountant, had no knowledge of stocks, shares or any sort of investment other than my building society account!
Since then she has held my hand through the ups and downs of the markets and organised a healthy portfolio for me. She has patiently explained down turns and pre-empted worries with numerous emails forewarning of falls in the market. I trust her completely. I hear horror tales of other investors but feel confident that I have invested well. I like the fact that Diane deals through Transact, so I am notified of any changes to my portfolio which is a safety net too.
I have recommended Diane to my son who has given her the important task of looking after his ISAs. He doesn't have a lot of money but it's very important to him that what he has produces the best interest.
Diane looks after by far the majority of my money. I am very happy with our relationship. She always replies quickly to my emails and provides solutions to financial dilemmas (inheritance tax, tax returns, etc). The friends that recommended her also have been very happy with Diane."
Steve Hodge Cheltenham, Gloucestershire
"In 2006, having decided to take early retirement to look after my disabled wife, I needed to get a firm grip on our finances. I engaged Diane to work out what to do with my scrappy accumulation of occupational pensions. I have never looked back. Diane was always positive and friendly, she understood our needs perfectly and she gave clear, considered and timely advice which has proved invaluable. I wouldn't hesitate to recommend Ashlea Financial Services."