Ashlea Financial Planning Ltd - Cheltenham

Ashlea Financial Planning Ltd

Address: 123 Promenade, Cheltenham GL50 1NW, United Kingdom.

Phone: 1242254149.

Website: ashlea-fp.co.uk.

Especialidades

Financial planner.

Other points of interest:

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

This company has 6 reviews on Google My Business.

The average opinion is 4.3/5.

Descripción

Ashlea Financial Planning Ltd es una empresa con sede en Cheltenham, Reino Unido. La empresa ofrece servicios de planificación financiera de alta calidad a sus clientes. La empresa tiene una reputación sólida y es conocida por su experiencia y conocimiento en el campo de la planificación financiera.

Los clientes de Ashlea Financial Planning Ltd mencionan que la empresa ofrece asesoramiento personalizado y atento a sus necesidades. La empresa también tiene un ambiente de trabajo acogedor y profesional.

Características

Ubicación: Cheltenham, Reino Unido

Teléfono: 1242254149

Website: ashlea-fp.co.uk

Horarios de atención: Los horarios de atención de la empresa no se especifican en su sitio web.

Información recomendada

Para alguien que busca servicios de planificación financiera en Cheltenham, Ashlea Financial Planning Ltd es una opción recomendada. La empresa ha demostrado su experiencia y conocimiento en el campo, y su reputación es sólida.

Es recomendable que los clientes realicen una cita previa en línea o por teléfono para programar una cita con un asesor financiero.

👍 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