Ashlea Financial Planning Ltd - Cheltenham

Ashlea Financial Planning Ltd: A Comprehensive Overview

Introduction

Ashlea Financial Planning Ltd is a highly-regarded financial planning firm based in Cheltenham, United Kingdom. Established with a mission to provide sound financial advice and personalized solutions to clients, the company has been serving the community for years. With a strong emphasis on customer satisfaction, Ashlea Financial Planning Ltd has earned a reputation for delivering high-quality services tailored to individual needs.

Location and Contact Information

Located at 123 Promenade, Cheltenham GL50 1NW, United Kingdom, Ashlea Financial Planning Ltd is easily accessible for clients from the surrounding areas. The firm can be reached by phone at 1242254149 or through their website: ashlea-fp.co.uk. Visitors can also book online appointments, making it convenient for clients to schedule meetings according to their preferences.

Specialties and Services

Specializing in financial planning, Ashlea Financial Planning Ltd offers a wide range of services to help clients achieve their financial goals. The firm's expertise includes investment management, retirement planning, estate planning, and tax optimization, among others. With a team of experienced professionals, Ashlea Financial Planning Ltd ensures that clients receive personalized attention and tailored solutions to meet their specific requirements.

Accessibility and Amenities

• Online appointments: Clients can schedule meetings online, making it convenient to book a consultation at their preferred time.
• Onsite services: The firm offers face-to-face meetings for clients who prefer in-person consultations.
• Wheelchair accessible parking lot: Ashlea Financial Planning Ltd provides wheelchair accessible parking spaces for clients with disabilities, ensuring easy access to the premises.
• Wheelchair accessible restroom: The company offers wheelchair accessible restrooms, catering to the needs of clients with disabilities.

Client Reviews and Testimonials

Ashlea Financial Planning Ltd has received positive feedback from clients who have experienced the firm's services. With an average opinion rating of 4.3/5 based on 6 reviews on Google My Business, the company has demonstrated its commitment to delivering exceptional customer service and personalized financial solutions. One client, now a banker, praised the firm for its well-run operations and sound financial advice, recommending Ashlea Financial Planning Ltd to individuals with a reasonable level of personal wealth.

Final Recommendation

For individuals seeking a reliable and experienced financial planning firm, Ashlea Financial Planning Ltd is a top choice. With their commitment to personalized service, expertise in various financial services, and positive client reviews, the company stands out in the industry. We highly recommend visiting their website ashlea-fp.co.uk to learn more about their services and to schedule an appointment to discuss your unique financial needs and goals.

👍 Reviews of Ashlea Financial Planning Ltd

Oliver G.

5/5

I was lucky enough to do a week’s work experience here a few years ago (I’m now a banker). I found Ashea to be a very well-run firm, that gives sound financial advice to all clients. While I didn’t use their services, I sat in on many a meeting, and from my experience they offered appropriate and useful advice. I would personally recommend this firm to anyone with a reasonable, but not extreme, level of personal wealth (for anyone with serious personal wealth, I would suggest a private banker).

Stuart M.

5/5

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!

Bethany E.

5/5

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.

Howard B.

1/5

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.

Chris R.

5/5

I have been guided and supported by Ashlea Planning since 1992 and they have been brilliant. I fully recommend them.

Allan O.

5/5