You are guaranteed my complete independence because I do not sell products
I charge one inclusive fee, not hourly
We will create a strategy together
How to start
An initial telephone consultation is free of charge and together we discuss your situation and the advice you need. If I can help you, I’ll tell you how much a meeting will cost and send you some questions by email to prepare for the meeting.
I charge one fixed fee
Inclusive fee costs from £125 depending on the nature of your query and the amount of time we might need – this is a fixed cost and is not charged by the hour.
Preparing for the meeting in advance ensures you get the most of your time with me.
The short questionnaire I will send you will help provide me with the information I need to assist you – and if you’re unsure about anything when filling it in you can always call to ask, that’s no problem.
Together we create the strategy so that others can execute the plan
At the meeting we’ll discuss and review your situation, develop a clear strategy, making any calls that are needed at the time. When we have the facts we can plan your short, medium and long term goals.
You’ll leave with a clear outline of the plans we have discussed, the actions you need to take and an idea of the people you need to speak to.
Of course you may want me to help out further, that’s fine. Any further actions I need to take on your behalf will be clearly costed in advance.
Alternatively you may have everything you need in which case we may not need to meet again for a while and that’s fine too.
Diane explains financial systems in a way that even I can understand
Diane explains financial systems in a way that even I can understand, and gives advice that takes into account both to my needs and my values
Diane has given an excellent service for the past 20 years
Diane has given an excellent service for the past 20 years, providing not only financial advice but very wise words of wisdom on life and people. Diane has become a dear friend and has pointed me towards other professionals such as solicitors and accountants. I have recommended Diane to many friends who have all commented on her professionalism, sound advice, and her relaxed & friendly approach to problem solving
Found her guidance on my financial circumstances invaluable
When I was coming up for retirement, my partner, who had had financial advice from Diane in the past, suggested I contact her to help me sort out my options. I did, and found her guidance on my financial circumstances invaluable. But before that, she put me at my ease by listening and in doing so helped me review where I was and what I wanted to do in the future, an important precursor to looking at the options. I will be consulting her in the near future and over the coming years as situations arise. Thank you Diane.
Diane is always driven by a desire to serve my best interests
In the years that Diane has been advising me on my financial affairs she has always been thoughtful and insightful with regard to my needs, rather than her own. Even if my perception is that my financial situation is ‘challenging’ Diane is always driven by a desire to serve my best interests, rather than just being a salesperson, and she has invariably found me a great solution. I think of Diane as much as a friend and a financial adviser who I can turn to for any number of matters, and am confident of her understanding
Sarah Dransfield www.sarahdransfield.co.uk
Diane has walked alongside our family for over ten years
Diane has walked alongside our family for over ten years, providing expert and heart-ful financial advice. She understands that money is an enabler and a choice, and helps clients to reflect on their approaches and attitudes to money management so that she can offer the most appropriate solutions. Whether it was: reviewing our financial situation when my husband was ill; helping us to buy a second property; talking to us and our son to help him plan for University - and most recently buy his first home; or being a wise-owl and someone to check-in with over decisions and ideas, Diana is readily available at any time for a quick chat, a formal consultation, or an e-mail reply. Thank you for being there for us.
My financial wellbeing and my priorities were at the heart of all the actions taken
From my first meeting with Diane I always felt that my financial wellbeing and my priorities were at the heart of all the actions taken. Diane acts promptly and effectively and instilled a confidence in me that encouraged me to make the right decisions and choices. I could contact Diane at any time - I always felt that I was her sole priority
An invaluable insight into my financial situation
Thanks for giving me an invaluable insight into my financial situation and the possibilities available to me. I now find myself in a position to pursue things I didn't think would ever be possible. I don't mean this in an airy-fairy way, but as concrete steps that I've since put in place, of which I'm slowly reaping the benefits. It also gives me the confidence that I can make my money work for me, rather than being a slave to it. So, thanks!
Speaks to me without jargon
I say why try to tile your bathroom if you're not a tiler, or build a kitchen if you're not a joiner and why burden yourself by trying to sort out your own mortgage, protection assurance or other financial related issues when Diane is around! No matter where you are based Diane is the Adviser who can really help you out. She has made my financial decisions clearer and simpler by speaking to me without jargon, and while she sorts out my finances I am free to get on with my day job
Can work her magic with making things happen
Diane is an amazing woman and has helped me through life’s up and downs. She is an extremely talented lady and can work her magic with making things happen – and fast! I would gladly recommend Diane’s services to any professional person.
Deborah O’Grady, homestageme.com