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.

Website Update

Reviews (4)

Write a Review

Chris Rouan

Dec 16, 2020

Report

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.

Howard Bartlett

Aug 13, 2020

Report

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

Report

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

Report

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!