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 and is on the Committee for the Cotswold 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 2006.

In 2016, she became an accredited advisor for SOLLA (Society of Later Life Advisors) and has affiliate membership of STEP (Society of Trust and Estate Practitioners).

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 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.

Trainee Financial Planner

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

She is working towards her Financial Planning Diploma under the guidance of the PFS Aspire Academy

Office 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.

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