Ashlea Financial Planning Ltd

Independent Financial Adviser  123 Promenade, Cheltenham, Gloucestershire, GL50 1NW
check
FCA authorised
Last authorised 28th September 2020
At Ashlea we believe that Financial Planning can be Life Changing.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buying first home
check
Equity release
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
Nik Marsh APFS, CFA
Financial Planner
Diane Weitz
Director
About us

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.

Our services

Making the decision to obtain financial advice can be quite daunting for many people. At Ashlea we work tirelessly to ensure that our clients understand our process and can feel comfortable that they are receiving the highest level of personal service in a relaxed and friendly environment.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

123 Promenade, Cheltenham, Gloucestershire, GL50 1NW

Similar advisers near you

Restricted - whole of market 0.09 mi
Pension & Investment Specialists for Individuals & Companies. New Clients always welcome. Please contact us - we're here to help.
 
Independent Financial Adviser 0.1 mi
Financial planning sits at the core of everything we do for our clients.
 
Independent Financial Adviser 0.1 mi
A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
 
Independent Financial Adviser 0.15 mi