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Financial Planning in Cheltenham
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.
Ashlea Financial Planning Ltd was established in 2005 by Diane Weitz, who has more than 20 years experience in the industry, to provide fee-based financial advice.
She is one of less than 1000 advisers to hold the prestigious, world recognised, Certified Financial Planner licence and has also qualified for the new 'Chartered Financial Planner' title, recently established, for the Personal Finance Society, through the Chartered Insurance Institute.
Making up the team are Chris Weitz and Lauren Gifford. Chris is a qualified planner working towards his diploma qualifications, also covering the London / West London area, and Lauren is a qualified mortgage advisor, working towards the Cert PFS qualification.
Ashlea Financial Planning Ltd is authorised and regulated by the Financial Services Authority.