Business Details
21 Years
experience
Your Trusted Financial Advisers in Cheltenham
Ashlea Financial Planning, established in 2005, is a Cheltenham-based Chartered Independent Financial Planning Company. Our core mission is to provide quality financial planning services tailored to individual client needs across the Cotswolds and beyond. With a team boasting decades of combined experience, including Certified Financial Planners, Chartered Financial Analysts, and Diploma-qualified professionals, we specialise in creating comprehensive, evolving financial plans designed to meet personal objectives.Regulated by the Financial Conduct Authority (FCA), we prioritise client-centric service, combining professionalism with a relaxed environment to ensure clients feel heard and confident in their financial future. Our approach integrates retirement planning, wealth management, and tax-efficient investing, supported by client testimonials highlighting trust, personalisation, and long-term support through life transitions.
Services
Retirement Planning
Wealth Management
Financial Planning
Investment Management
Pension Consolidation
Tax Efficient Investing
Estate Planning
Risk Assessment
Ongoing Financial Reviews
Retirement Health Check
Details
- Year established: 2005
Highlights and features
- We are regulated by the Financial Conduct Authority (FCA) for your protection.
- Our team includes Certified Financial Planners and Chartered Financial Analysts.
- Personalised financial plans tailored to your unique goals and circumstances.
- Over 35 years of combined experience in financial services and client support.
- Client-focused approach with a commitment to transparency and long-term trust.
Associations and certifications
- Financial Conduct Authority (FCA)
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Personal Finance Society (PFS)
What people say
Personalised company
Trust you
Approachable
Peace of mind
Secure future
Services
Retirement Planning
We design tailored retirement plans to align with your lifestyle goals, whether early retirement, travel, or legacy planning. Our process simplifies pensions and investments, ensuring financial security. Clients benefit from ongoing reviews and tax-efficient strategies to maximise their retirement income.
Wealth Management
Our wealth management services focus on growing and preserving assets through diversified investment strategies. We guide clients through inheritance, divorce settlements, or savings, creating sustainable income streams. Personalised portfolios and regular performance updates ensure long-term financial stability and adaptability to life changes.
Financial Planning
We develop comprehensive financial plans addressing short- and long-term objectives, from buying a home to funding education. Our holistic approach integrates risk assessment, tax solutions, and estate planning. Regular reviews ensure plans evolve with your changing circumstances and market conditions.
Investment Management
Our investment management service optimises portfolios using tax-efficient allowances and diversified assets. We monitor performance, rebalance as needed, and provide transparent reporting. Clients receive tailored advice to align investments with retirement goals and risk tolerance.
Retirement Health Check
This one-time service evaluates pension provisions to determine retirement readiness. We analyse current finances, risk profiles, and income forecasts, offering actionable recommendations. A detailed report and advisory meeting help clients make informed decisions without ongoing commitments.
People
Nik Marsh
Financial Planner
With over 25 years in financial services, Nik is a Chartered Financial Analyst and Certified Financial Planner. He joined Ashlea in 2013 after roles at Goldman Sachs and Price Waterhouse. His expertise ensures clients receive strategic, long-term financial guidance.
Susan Wall
Practice Manager
Sue brings 35+ years of financial services experience, managing day-to-day client interactions and administrative operations. Diploma-qualified, she joined Ashlea in 2011, ensuring seamless support for both clients and financial planners.
Diane Weitz
Founder
Diane founded Ashlea in 2005 after a career in financial advising. She built the firms client-focused ethos, now led by her daughter. Retired since 2021, she remains a respected figure in the companys legacy.
Questions
What financial services do you offer?
We specialise in retirement planning, wealth management, investment strategies, pension consolidation, and tax-efficient investing tailored to individual goals.
How are your fees structured?
Fees depend on service complexity and portfolio value. Examples include a £1,500 Retirement Health Check and ongoing management fees starting at 0.65% annually.
Do you provide ongoing financial support?
Yes, we offer annual reviews, portfolio monitoring, and ad-hoc advice to ensure your plan adapts to life changes and market conditions.
How can I start working with you?
Contact us for a free discovery meeting to discuss your needs. We’ll guide you through our process, from initial review to implementation and ongoing support.
Are you regulated by the FCA?
Yes, we are regulated by the Financial Conduct Authority (FCA) under reference number 432784, ensuring compliance with strict industry standards.
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