Financial Advisers (Independent) in Cheltenham
81 Hatherley Road
Ashlea is an independent Financial Advisor, which means that if a client of Ashlea you will receive professional impartial advice to achieve your stated goals, and which will not be product focused.
Ashleas objective is to develop an understanding of your life goals and personal ambitions, and examine how a professional financial management, planning and investment process can be used to facilitate these.
Over the past ten years we have worked with each of our clients to deliver tailored solutions to their Financial Planning needs. With financial information available from the internet, newspapers and blogs we have witnessed many Clients who are literally overloaded with data. Through years of experience, the undertaking of professional examinations and great personal integrity, we are able to help you find a way through that myriad of data and provide a focused and understandable plan, personalised to you.
In general, the British tend not to discuss financial matters openly and we think of our financial future even less. Our first step is a ‘discovery meeting', held at our expense and at a time and place to suit you. This allows us to start building a relationship with you and to find out more about your requirements in order to ascertain your longer term plan. It is also a great opportunity for you to find out more about us. Committing to the Financial Planning process is something that takes time and effort, however by providing full suite of services in-house, we are able to efficiently implement recommendations that arise from your financial plan.
The Business environment is constantly changing, often provoked by changes in Regulation or personal requirements.
We are developing our Business Services proposition to ensure Clients are provided with value add services that highlight and reduce the risk of key person dependencies and promote the viability of the business. Our work in this area involves complete transparency and in common with our Individual Clients, all aspects of our service are handled confidentially and professionally.
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For more than 25 years, Diane Weitz has been my Financial Advisor. 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.
Richard Vivian. Long Buckby, Northamptonshire.
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.
Steve and Christine Briegel. Tewkesbury, Gloucestershire
Testimonials are added by the business owner and are not independently verified.
Monday to Friday: 9am - 5:30pm
Saturday to Sunday: Closed