Ashlea Financial Planning Ltd

Independent Financial Adviser 123 Promenade, Cheltenham, Gloucestershire, GL50 1NW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
At Ashlea we believe that Financial Planning can be Life Changing.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Diane Weitz
Director
Accreditations
Later Life Accredited Adviser Chartered Financial Planner Certified Financial Planner
Nik Marsh APFS, CFA
Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

123 Promenade, Cheltenham, Gloucestershire, GL50 1NW

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Ashlea Financial Planning Ltd is authorised and regulated by The Financial Conduct Authority

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Ashlea Financial Planning Ltd is registered in England and Wales at 81 Hatherley Road, Cheltenham, GL51 6EG
under Company registration number 5439258
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