Cotswolds

Branch chairman: 
Diane Weitz, CFP
Company: 
Ashlea Financial Planning Ltd .
Telephone: 
01242 254 149
Email: 
diane@ashlea-fp.co.uk

 

  • Afternoon meetings will be held at: Zurich Assurance Ltd, offices at Bishops Cleeve, Cheltenham GL52 8XX
  • Evening meetings will be held at: The George Hotel, 1 St George's Road, Cheltenham GL50 3DZ

Chairman Biography

Diane set up Ashlea Financial Planning Ltd in June 2005 to provide a fee based financial planning practice. She had been a member of the IFP since 1998 and completed the CFPCM certification in 2000.

Introduction to the Branch

The Cotswold Branch has members in the counties of Gloucestershire; Hereford and Worcester and part of Wiltshire which is a wide geographical area.  In the last two years, Zurich has generously provided a room at their Bishops Cleeve office, for afternoon meetings as well as a buffet lunch.  They have kindly agreed to continue this sponsorship.

To accommodate those members, who do not wish to take out an afternoon, some meetings have been arranged in the evenings.  The afternoon and evening meetings will be held in alternate months.

The afternoon meetings will start at 1p.m.with lunch; there will be two speakers with the first starting at 1:30 p.m.  The evening meetings will be held in the George Hotel at 6p.m. for 6:30 p.m.  There will usually be one speaker and there may be an opportunity to meet with them, for an evening supper, after the talk.

We have an excellent line up of speakers for 2012 encompassing technical information, business development and personal development.  I hope that you will support your branch and look forward to meeting you.

If you have any ideas for developing the branch or feel that there are areas that you would like covered, but which are missing, please don’t hesitate to contact Diane on 01242 254149, or  diane.weitz@ashlea-fp.co.uk

How to attend these meetings

Attendances at branch meetings are free to IFP members.  Non-members and guests are welcome to attend, the first two meetings are free of charge, thereafter a non-members and guests will pay a charge of £10 per meeting. To attend any branch meeting you will need to register.  Please contact Diane by email diane@ashlea-fp.co.uk