Business Details
21 Years
experience
Your Trusted Financial Advisers in Cheltenham
Founded in 2005, Ashlea Financial Planning is a Cheltenham-based Chartered Independent Financial Planning Company dedicated to providing quality financial planning services across the Cotswolds and beyond. Our approach prioritises clients' needs, focusing on creating comprehensive financial plans that evolve with their objectives. With a team of experienced professionals, including Chartered Financial Planners and Certified Financial Planners, we specialise in retirement planning, wealth management, and investment strategies.Our commitment to professionalism and client-centric service is reflected in our regulatory oversight by the Financial Conduct Authority (FCA) and our long-standing client relationships. We pride ourselves on delivering tailored advice that empowers clients to achieve financial security and confidence in their future.
Services
Retirement Planning
Wealth Management
Financial Planning
Investment Review
Pension Consolidation
Estate Planning
Tax Solutions
Insurance Review
Annual Financial Reviews
Inheritance Planning
Details
- Year established: 2005
Highlights and features
- We offer Chartered Financial Planner expertise with over 25 years' industry experience
- Our FCA-regulated services ensure compliance with highest professional standards
- Personalised financial plans tailored to individual retirement and wealth goals
- Proven track record helping clients consolidate pensions and manage investments
- Client-centric approach with ongoing support and annual financial reviews
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Personalised company
Trust you completely
Peace of mind
Approachable team
Safe hands
Services
Retirement Planning
Our retirement planning service helps clients create tailored strategies to achieve their post-work lifestyle goals. We conduct comprehensive financial reviews to assess current pension provisions, develop consolidation strategies, and implement tax-efficient investment solutions. With expertise in managing workplace pensions and private investments, we guide clients through phased retirement planning while maintaining ongoing portfolio management to ensure financial security throughout retirement.
Wealth Management
Wealth management services focus on optimising clients' financial resources through strategic investment planning. Our approach combines risk profiling with long-term financial objectives to create diversified portfolios. We specialise in managing inheritances, divorce settlements, and business sale proceeds, offering ongoing portfolio reviews and adjustments to align with changing life circumstances while maintaining compliance with FCA regulatory standards.
Financial Planning
Our financial planning service integrates retirement, tax, and estate planning into cohesive strategies tailored to individual circumstances. The process begins with detailed fact-finding to understand clients' current financial positions before developing customised roadmaps. We provide implementation support for pension transfers, tax-efficient investments, and regular reviews to ensure plans evolve with clients' changing needs and market conditions.
Investment Review
The investment review service evaluates existing financial portfolios to identify optimisation opportunities. We analyse pension provisions, ISAs, and other investments to recommend consolidation strategies that reduce complexity while improving returns. Our reviews include risk profile assessments and tax efficiency analysis, culminating in actionable recommendations for clients approaching retirement or managing significant life changes.
Retirement Health Check
This one-time assessment service provides a comprehensive overview of retirement readiness for clients aged 40-60. The process involves analysing current pension provisions, forecasting retirement income, and identifying gaps in financial preparation. Our report includes actionable recommendations for improving retirement outcomes through strategic investments and pension consolidation, delivered through a personalised advisory session.
People
Nik Marsh
Financial Planner
With over 25 years' experience, Nik is a Chartered Financial Analyst and Certified Financial Planner. He previously worked at Goldman Sachs and Price Waterhouse, bringing expertise in client facilitation and investment strategy to Ashlea since 2013.
Susan Wall
Practice Manager
Diploma-qualified with 35 years' financial services experience, Sue manages Ashlea's day-to-day client operations. She has been instrumental in developing our administrative systems since joining in 2011, ensuring seamless support for financial planners and clients.
Diane Weitz
Founder
Retired in 2021, Diane established Ashlea Financial Planning in 2005 after a distinguished career in financial advisory. She built the business from its Cheltenham base into a respected firm with a client-first philosophy that continues to guide our approach.
Catherine Broadbent
Senior Administrator
As senior administrator, Catherine provides critical support to our financial planners. With extensive experience in financial services administration, she ensures efficient processing of client documentation and regulatory compliance across all our advisory services.
Nicki Marsh
Senior Administrator
Nicki contributes to our administrative team with expertise in client documentation management. She plays a key role in maintaining our high service standards through accurate record-keeping and responsive client communication.
Questions
What financial planning services do you offer?
We specialise in retirement planning, wealth management, pension consolidation, tax-efficient investments, and comprehensive financial reviews tailored to individual circumstances.
Are you regulated by any financial authority?
Yes, we are regulated by the Financial Conduct Authority (FCA) under reference number 432784, ensuring compliance with strict professional standards.
How do you charge for your services?
Our fees include one-off charges for reviews (£1,500-£1,750) and implementation, plus ongoing management fees (0.65%-1% of portfolio value), with all costs clearly defined upfront.
What is your Retirement Health Check?
This £1,500 service provides a comprehensive assessment of retirement readiness, including pension analysis, income forecasting, and actionable recommendations through a personalised advisory session.
How experienced is your team?
Our team includes Chartered Financial Planners with over 25 years' industry experience, supported by qualified administrators managing client portfolios exceeding £700,000.
Do you offer ongoing financial support?
Yes, we provide annual reviews, portfolio monitoring, and continuous advisory support to ensure financial plans adapt to changing circumstances and market conditions.
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Reviews (4)
Chris Rouan
Dec 16, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
I have been guided and supported by Ashlea Planning since 1992 and they have been brilliant. I fully recommend them.
I have been guided and supported by Ashlea Planning since 1992 and they have been brilliant. I fully recommend them.
Howard Bartlett
Aug 13, 2020
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Rang to seek advice on a pension. Was told they could offer this advice and made an appointment. When I met the IFA he said they could not deal with this. Complete waste of time. I cannot recommend this firm.
Bethany Evans
Dec 10, 2019
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As a first time investor I have felt fully supported by Ashlea Financial Planning. They have been attentive and able to answer any query I've had no matter how small.
Stuart McClelland
Oct 12, 2019
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I have been using Ashlea Financial Planning for the last year to help me with an investment fund i wanted set up. From the very beginning they have been really helpful, helping explain the whole process, always being really clear in all communication and with exceptional customer service. Highly recommend these guys for all financial planning services and would definitely use them again in the future!
