Ashlea Financial Planning

06/05/2026

We are delighted to welcome our latest artist, Vicky Bayliss, to the Ashlea office. Her work reflects her love of her favourite places, in particular Cornwall. Her paintings are a delightful blend of colour and mood, that truly capture the rugged beauty of the British coastline.

We are hosting an afternoon to appreciate this amazing exhibition, on the 18th June 2-4pm. Come and enjoy a little Strawberries & Pimm’s! RSVP to [email protected] or call 01242 254149 🍹🍓🎨🖼️

You can visit Vickys website at www.victoriabaylissfineart.com

11/01/2025

It is an absolute pleasure to continue to support this incredible charity. The work they do for the people of Cheltenham is amazing and we are proud to help in any way possible. But our support wouldn’t have been possible without our amazing clients and professional connections - thank you all for your generous donations for the lovely charity 💕

11/12/2024

The Ashlea Team are starting to get festive! The tree is up, the office pup has her Xmas sweater on but most importantly the Food & Gift Drive for has begun!
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We are taking donations at our office on the Prom right up until Friday 19th December when we will deliver your generous contributions to the fabulous team at Cheltenham Open Door. We know all of our donations will be distributed to these who need it most throughout the festive period.
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Please help us make this our biggest collection yet
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18/10/2024

15/10/2024

Join the Ashlea Team on Friday at Pip & Jim’s Church, Cheltenham to raise money with Friends of Cheltenham. The incredible work of the Team at Cheltenham Samaritans cannot be underestimated and all money raised is crucial for providing support to those who call the helplines.

What can you do to help?? Join us this Friday and Saturday to taste test some amazing craft beers and ciders! Incredible beer, incredible location and incredible company while raising money for a great cause….can’t think of a better weekend activity!!

26/09/2024

We are proud to host our annual Coffee Morning to support Macmillan Cancer Support. Please join us for coffee, cake & to view the incredible art of Lansdown Art Studios!

Ashlea doubles all donations made at this event, so please help us make this our biggest coffee morning to date!

Friday 27th September 10am - 12pm. Can’t be there? Click the link below to make a donation to help change lives of those living with cancer ❤️

https://cm24.macmillan.org.uk/fundraising/CM24020995

20/09/2024

🌟Client Spotlight: Funding Dreams 🌟

We’re thrilled to share a special financial goal from one of our amazing clients: a trip to Tokyo to attend a sushi academy 🍱🍣✨

At Ashlea, we believe in more than just numbers and investments. We focus on our clients as individuals, helping them align their finances with their passions and life goals. By pulling the right levers with their finances, we empower our clients to turn their dreams into reality.

The trip isn’t just about sushi; it’s about pursuing a passion, gaining new skills, and experiencing the rich culture of Japan. 🌎❤️

Let’s celebrate the journey to personal fulfilment - because financial planning is about so much more than growth; it’s about living the life you want! 💪

25/05/2024

🚴‍♂️ This Sunday, adviser Eleanor is taking on the Ford Ride London 100-mile challenge! Wishing her the very best of luck and lots of fun for this epic ride!

17/02/2024

Great day for the Ashlea Team yesterday, an opportunity to step away from our desks and give back a bit to our community. We have sponsored the Friends of Cheltenham Samaritans Craft Beer Festival for many years now, it’s a really lovely event that raises money for the wonderful Cheltenham Samaritans.

It was a great pleasure for us to give our time as well this year by helping set up this event at the fabulous Pip & Jims. And, of course to enjoy a taste of the craft beers later that evening!

Still another day to go for those who are local, why not pop down today, meet the SAMS team, taste some great beer and raise money for a good cause! And, don’t forget to try our Ashlea Sponsored beer from New Bristol Brewery “salted chocolate bigger cinder toffee stout”!!!!

New Bristol Brewery Friends of the Cheltenham Samaritans

02/02/2024

Adviser Eleanor was lucky enough to attend a Women in Rural Business event last night at the famous . What an incredible venue! ♥️🤩 Lady Carnarvon and the Eighth Earl of Carnarvon were incredibly hospitable and so very interesting. Thank you for a fabulous evening of networking and history!