Meet the Team

Testimonial

'We feel very comfortable with Ashlea, and want to thank Diane and her team for their calm professionalism and superb customer service.'

Mr. and Mrs Turner

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Diane Weitz

Director and Chartered Financial Planner. BSc, APFS, CFP, IMC

Diane has over thirty years' experience in Financial Planning and founded Ashlea in 2005.

She is an active member of the Institute of Financial Planning which has now been merged with the Chartered Institute of Securities and Investment. She is currently the President of the Cotswolds 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 2016, she became an accredited advisor for the Society of Later Life Advisors.

Diane has quite varied interests away from the office. She likes to keep fit with personal training sessions at the gym. She is a keen follower of opera and loves to spend time rambling in the local countryside with her husband Paul. Her four children are all now married and the family is growing with the addition of four grandchildren, who provide extra energy and a fresh perspective on life.

 


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Nik Marsh

Chartered Financial Planner. APFS, CFP, CFA

Nik has over twenty years experience in the financial services industry. 

He started his career at Price Waterhouse where he became a Chartered Accountant.  Before joining Ashlea in 2013, he worked for fifteen years at Goldman Sachs performing a number of client facilitation roles within the Equities Division. Nik achieved the Chartered Financial Analyst designation in 2003 and became a Chartered Financial Planner and Certified Financial Planner in 2015 & 2016, respectively.

Nik lives with his wife, Nicki, and their two teenage sons in Painswick, Gloucestershire. He is a keen endurance sportsman and having completed a number of Ironman Triathlon, he recently returned from the Sahara, where he successfully to completed the Marathon des Sables.  Although his rugby playing days are over he enjoys spending time watching Gloucester with friends at the weekends.

 


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Susan Wall

Office Manager. DipPFS

Sue and her team play a vital role, providing the day-to-day contact with our clients. They provide critical administrative services to the financial planners as well as managing all of the back office functions for the business.

Sue is very experienced in her role having worked in financial services for over thirty years. She started her career in her home town of Wigan before moving to Cheltenham.

Sue and her husband Allen live in Gloucester. They are both keen cyclists and Sue has recently started running to prepare for a 10k Race as part of an Ashlea team later this year.

   


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Ellie Clark

Trainee Financial Planner

Ellie, Diane and Paul's daughter, recently joined Ashlea after starting her career as a primary school teacher.  She is already making great progress, having passed her Life and Pensions Foundation exam and is enrolled in the PFS Aspire academy.

Ellie lives with her husband, Simon and their two wonderful children, in Newent.  Olivia and Harry are frequent visitors to the office and play an active role in team meetings.  Ellie has recently become addicted to running and is working towards her first 10k.

 

   


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Lauren Owen

Financial Planning Associate

Lauren joined Ashlea as an apprentice in 2013. We were so impressed with her that she was  hired as a full time employee in January, 2014.  She is keen to further her knowledge and is enrolled in the PFS Aspire Academy.

She lives with her family in Cheltenham and is a keen gym and cinema goer.  She has a love for travel and the whole office eagerly awaits the announcement of her next exciting destination.  

 


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Clara Hambling

Office Assistant.

Clara, or "Creative Clara" as she is known in the office has an interesting and varied background having been involved in theatre management as well as community arts development and even a little acting on the side. 

Away from the office Clara is kept busy by her two young sons and can often been seen, literally, running from one place to another with them around Cheltenham.  In fact we are pretty sure she comes to work for a rest!!

 


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Paul Weitz

Company Secretary and Finance Director. 

Paul spent the majority of his career in Business and Development roles at various companies.  He brings his years of knowledge to bear at Ashlea where he acts in a finance role in addition to the provision of regulatory reporting.

Paul has a number of interests outside of the office including being a keen cyclist and golfer.  In addition to attending the opera with Diane, Pauls interest in the arts extends to painting and a number of his works can be seen at the Ashlea offices. 

 


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Coco the Cat

Official Welcoming Committee.

Coco who lives in Diane and Paul's house adjacent to the Ashlea offices is a frequent visitor during office hours.  She is quite a vocal member of the team and likes to be involved in everything that is going on.  Please note that if you are allergic to cats we can make sure she is kept away - although we will pay for it later!