I am happy to answer any questions you may have
please call me using the telephone numbers listed or by completing the form below
34 Maple Croft Moortown Leeds LS17 6AN | 07946 533 290 | 0113 268 9102
including information about my current media involvement please see here
Diane was our “all in one” appointment
When we started exploring the idea of buying our first business we had so many questions and needed to find out information on a variety of things. Diane was our "all in one" appointment. She took a holistic approach to our business strategy, taking into consideration our lifestyles, circumstances and planning for the future. It's difficult to appreciate just how Diane can help until you see her. She was invaluable for us
Jane and Chris
Adds an extraordinary joie de vivre to financial – and other – discussions
If there are two places we all feel vulnerable, they are a GP's surgery and an IFA's office. But with Diane's upbeat attitude and relentless focus on solutions rather than problems, you leave her feeling positive, supported and with a clear understanding and plan. Instead of feeling vulnerable, you feel empowered. She gathers salient detail quickly and unobtrusively, tailors solutions to your life plan, not her agenda, and adds an extraordinary joie de vivre to financial - and other - discussions. She was recommended to me, and I'd recommend her to anyone.
Forget the image of the be-suited financial advisor
Firstly - forget the image of the be- suited financial advisor with his briefcase and products to sell you. Diane is a worldly wise woman who gets to know you and the issues in your life. I went to see her as I was going through a major transformation, which included resigning from my highly pressurised job. She was an absolute star and helped me see that a rich life come first and money management enables that. I now have a finance plan that does exactly that! If you need someone to help you get money matters in the right perspective , Diane is the woman for you.
She grasped our priorities and needs very quickly
My partner and I had one long session with Diane when our children were small and have 'topped-up' with her since then. She grasped our priorities and needs very quickly and her advice has formed the basis of our financial planning for the last decade. It is an absolutely bespoke service - Diane's starting point was our needs; a welcome change from the kind of FA who is there to sell whatever packages bring in commission or are on this month's target sheet. It seems an odd thing to say about a financial advisor, but Diane is very passionate about what she does. I would (and do) recommend her unreservedly
Gaby Chiappe, Writer
As my husband and I are both self-employed our finances are never been straight forward
Diane has helped us with insurance and mortgages for over ten years. As my husband and I are both self-employed with a large family, our finances have never been straight forward but Diane has consistently helped us sort out problems we thought were insurmountable. I particularly like her no nonsense approach and the way she charges for an appointment and doesn’t work by selling products for commission. I would have no hesitation in recommending Diane’s services
Angela Russell skyebluecleaners.co.uk
I have known Diane for nearly 30 years
I have known Diane for nearly 30 years in a work, social and professional capacity. Diane has always been approachable and more than helpful in numerous ways. Her warmth and ability to make situations seem light and turn them into a positive, makes me feels overwhelmed and ready to face the world again. We all face dilemmas, in a variety of ways in life, Diane can help give that issue/problem a brand new perspective and will aim to devise a way to approach any situation, thanks.
It is hard to express just how good it has been to work with Diane
It is hard to express, just how good it has been to work with Diane and to quantify the value that she has added. We have not worked with a Personal Financial Strategist before; although we felt intuitively this would be of benefit to optimise our financial situation, we were initially hesitant because of the degree of trust required in sharing what is inevitably a somewhat personal thing – one’s financial situation. Also, we were worried that she may be critical of past decisions that we had made which may have been sub-optimal. As we have worked with Diane over the past few months, we have realised that there was no reason for such fears. We have found Diane to be absolutely trustworthy and she has never made us feel bad in anyway but rather to the contrary she has always helped us to feel positive. She is a great coach in combining a certain “tough love” approach with lots of encouragement. She has excellent knowledge and ideas combined with some great contacts when further specialist help is required. Putting our plan into practice has resulted in tens of thousands of pounds of benefit which means that she is absolutely great value from a pure monetary measure. Moreover, she is an absolutely fantastic person to do business with and always a delight to meet and chat with. I have no hesitation in recommending her.
Peter and Yvonne Jefferies