Meet the Ashlea Team

The Ashlea Team is small but with a wealth of experience.  Nik and Eleanor our two financial planners are supported by our Practice Manager, Sue and the Administration Team.  The whole Team is here to answer your questions and offer support when needed. Lilly the Office Dog is here to provide balls for throwing on demand!

  • Nik Marsh

    FINANCIAL PLANNER. FPFS, CFP™, CFA

    Nik has over twenty-five 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 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.

    Outside of work Nik enjoys spending time with his wife Nicki walking the office dog in the British countryside. He is a keen sports fan, regularly spending time watching Gloucester and Wales play rugby. Although not built for speed, he has completed several endurance events including Ironman triathlon and Marathon Des Sables.

  • Eleanor Clark

    FINANCIAL PLANNER. DipPFS

    Having achieved a diploma in financial planning, I continue on my journey by working toward becoming a Certified and Chartered Financial Planner. My passion lies in guiding clients to feel confident and empowered in managing their finances.

    Prior to this role, I spent 10 years as a primary school teacher, where I developed a natural flair for education that now helps me make complex financial ideas simple and relatable. When I’m not working, you’ll likely find me fine-tuning my hobbies—whether it’s practicing the piano for the local choir in Ross on Wye or supporting my community as a Parish Councillor.

    Home life is just as lively - my two children, Olivia and Harry keep me on my toes with their own sports and musical activities. In my rare spare time, I’m always up for a new challenge, and I’m even thinking about tackling a half marathon again this year, despite running not being my favourite sport!

  • Susan Wall

    PRACTICE MANAGER. DipPFS

    Sue’s career in financial services spans over 35 years working with both small adviser firms and large companies over that time. She is Diploma Qualified and enjoys using her knowledge to help with clients. She joined Ashlea in 2011 as the Practice Manager.

    Now Sue and her growing team play a vital role in providing day-to-day contact with our clients, critical administrative services to the Financial Planners and managing all the back-office functions for the business.

    Outside of Ashlea, Sue loves spending time with her cat’s Dylan and Florence and walking in the countryside with her husband Allen. In 2021 her challenge was to climb Ben Nevis conquering her fear of heights. In 2018 Sue took up running and managed to complete the Cheltenham half marathon.

Support Crew

  • Catherine Broadbent

    Senior Administrator

  • Nicki Marsh

    Senior Administrator

  • Rhys Marsh

    Trainee Paraplanner

  • Lauren Owen

    Administrator

  • Caitlin Edwards

    Administrator

  • Lilly

    Senior Office Dog!

Founded in 2005

Ashlea Financial Planning is a Cheltenham based Chartered Independent Financial Planning Company established in 2005. We provide quality Financial Planning services to individuals across the Cotswolds and beyond.

Financial Planning is at the heart of what we do. It’s not just about investing your money; it’s about investing in your future. Creating comprehensive and regularly updated financial plans, designed to meet your objectives and to give you the peace of mind to live life to the full.

At Ashlea we love what we do, and we love helping our clients feel secure about their future and helping them fulfil their lifelong goals. We pride ourselves on putting your needs first and foremost, creating an environment where you feel listened to and confident that your finances are in safe hands. With a relaxed and friendly environment, professionalism is at our core and our focus is YOU.

“At Ashlea it’s all about you ~ where you are today, where you want to be tomorrow, and a plan of how to get there.”
— Eleanor Clark, Financial Planner

Our Founder

Diane Weitz - Retired 2021

Diane’s father was in the Airforce, so she travelled extensively as a child attending multiple schools at both primary and secondary level. Diane attributes this to her ease and enjoyment of meeting and getting to know people from all walks of life.

After meeting Paul at University in the UK, Diane decided to move to Africa to pursue and further her teaching career. Once settled back in the UK, Paul and Diane had 4 children during which Diane spent 9 years as a full-time mum.

On continuing her Career in 1996, Diane started with Hill Samuel and was the first female in the Cheltenham office. Just over 3 years later Diane made the decision that she would like to be an Independent Financial Adviser and she spent the next 9 years taking all the exams and training available to her, to become as qualified as she possibly could.

In 2005 Diane decided she wanted to provide a more client focused service and Ashlea Financial Planning was born.

Over the 16 years that Diane ran Ashlea, she built a strong business where the clients are the central Focus. The business has grown from strength to strength and now supports a team of two financial advisers, including Diane’s own daughter, plus a growing team of administrators and paraplanners.

Diane is enjoying her well-earned retirement learning Spanish and completing a RHS course plus enjoying time with her husband Paul and their 7 Grandchildren!!