Call: 01242 254 149

Our Team

Nik Marsh

Managing Director.
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 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.

Eleanor Clark

Financial Planner. DipPFS


Eleanor has been working for Ashlea since October 2016, coming from a previous career as a primary school teacher.

She has recently passed her Financial Adviser Apprenticeship with distinction and completed the Financial Planning Diploma. She is enjoying opportunities to further her career as a Financial Planner.

Susan Wall

Director and Practice Manager. DipPFS


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.

Support Team

  


Catherine Broadbent, Lauren Owen, Nicki Marsh & Rhys Marsh work together with Sue as the Administrative Team, providing ongoing support to the Financial Advisers and helping with the day to day running of the office.

Our Founder

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 last 16 years Diane has 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.  

Ashlea has been such an important part of Diane’s life, but she knows she is leaving the business in good hands and feels confident about its future going forward.  

Diane is looking forward to learning Spanish and completing a RHS course plus enjoying time with her husband Paul and their 7 Grandchildren (at last count!)