She is an active member of the Institute of Financial Planning which has now been merged with the Chartered Institute of Securities and Investment and is on the Committee for the Cotswold Branch. Diane obtained the Certified Financial Planner License in 2003 and was also one of the first people to become a Chartered Financial Planner with the Personal Finance Society in 2006.
In 2016, she became an accredited advisor for SOLLA (Society of Later Life Advisors) and has affiliate membership of STEP (Society of Trust and Estate Practitioners). Before joining Ashlea in 2013, he worked for fifteen years at Goldman Sachs performing client facilitation roles within the Equities Division.
In 2016, she became an accredited advisor for SOLLA (Society of Later Life Advisors) and has affiliate membership of STEP (Society of Trust and Estate Practitioners). Before joining Ashlea in 2013, he worked for fifteen years at Goldman Sachs performing client facilitation roles within the Equities Division.
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