Call: 01242 254 149


Who we are.

Formed in 2005, Ashlea is a Chartered Independent Financial Planning company based in Cheltenham providing services to individuals across the Cotswolds and beyond. As we are not affiliated with any larger organisation we are able to provide bespoke services to fit your specific circumstances and requirements.

What we do.

Through years of experience, continuing professional development and with great personal integrity in our DNA, we can provide a focused and understandable financial plan, personalised to you.


How we help.

Ashlea Financial Planning is proud to support Mindsong, a Gloucestershire based charity committed to providing a range of services for people living with dementia.

Their vital package of support includes music therapy and Meaningful Music singing groups in care homes, day centres and patient's own homes, alongside providing professional musicians with the training required to equip them to work in this specialised context.

For more information on Mindsong, including ways in which you too can support them, click here.

Accreditations and Awards.