Empowering People, Enriching Lives
At Ashlea Financial Planning Ltd, our mission is to help our clients achieve their long-term financial goals and aspirations. We understand that everyone is unique and has their own distinct financial objectives. Whether you're looking to retire early, travel the world, or simply achieve financial security, we're here to guide you every step of the way.
Our Services
We offer a range of services designed to help you achieve your financial goals. Our expert team of financial planners will work with you to understand your needs and develop a tailored financial plan that is tailored to your individual circumstances.
Retirement Planning
Are you looking to retire comfortably and enjoy the fruits of your labor? Our retirement planning service is designed to help you achieve your retirement goals. We'll work with you to create a personalized plan that takes into account your income needs, expenses, and financial goals.
Wealth Management
Are you looking to grow your wealth over time? Our wealth management service is designed to help you achieve your financial aspirations. We'll work with you to create a customized investment plan that takes into account your risk tolerance, financial goals, and time horizon.
Tax & Estate Planning
Tax and estate planning are essential components of any comprehensive financial plan. Our experts will work with you to minimize your tax liability, reduce your tax burden, and ensure that your assets are protected for years to come.
Our Process
At Ashlea Financial Planning Ltd, we believe that transparency and communication are key to building trust and delivering exceptional results. Here's how we work with you:
- Initial Consultation: We'll meet with you to understand your financial goals and objectives.
- Financial Planning: We'll work with you to create a personalized financial plan that takes into account your unique circumstances.
- Ongoing Support: We'll provide ongoing support and guidance to help you stay on track and achieve your financial goals.
Meet the Team
At Ashlea Financial Planning Ltd, we're proud of our team of experienced and qualified financial planners. Our team is dedicated to providing exceptional service, expertise, and support to help you achieve your financial goals.
Fees
At Ashlea Financial Planning Ltd, we believe that transparency and fairness are essential when it comes to pricing. We'll work with you to determine the most appropriate fee structure for your financial planning needs.
Overall Assessment
Ashlea Financial Planning has received a mixed bag of reviews from past clients. While some have had positive experiences, others have been left feeling disappointed.
Well-Run Firm
Oliver Griffiths, a former work placement student, has given the firm a glowing 5-star review. He describes Ashlea as a "very well-run firm" that provides sound financial advice to all clients. He also mentions that he sat in on several meetings and found the advice offered to be appropriate and useful.
Disappointing Experience
Howard Bartlett, on the other hand, had a completely opposite experience. He rang the firm seeking advice on a pension and was told they could offer this service, only to be told otherwise during the meeting. He left feeling like it was a complete waste of time and cannot recommend the firm.
Excellent Customer Service
Bethany Evans, a first-time investor, has also given a 5-star review. She has found Ashlea's advice and support to be attentive and helpful, with staff willing to answer any query, no matter how small.
Exceptional Service
Stuart McClelland, a client who has been using Ashlea's services for a year, has also given a 5-star review. He has found the firm's customer service to be exceptional, with staff always being clear in their communication and helpful in explaining the process.
