Once again when there have been changes in our life, Diane has been there to advise us. She offers alternatives which we had not thought of. I always leave a meeting with Diane feeling so much clearer in my mind about the options that Diane has given us
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
It was impossible to open the Yellow Pages and find the service I needed, then I found Diane! Without Diane’s breadth of knowledge and understanding of all the things I was facing, I would never have been in the position to buy my flat. Since then I have gone to Diane over the years for a chat, some advice or just confirmation I am making the right decision at the right time. Everyone should have a Diane at hand! I am retired and find comfort and great re-assurance from Diane’s advice, and whenever I need her to, Diane advocates for me. She changed my life”
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
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
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
If you want to detox and de-clutter your financial life and need to press the restart button on your finances, then talk to Diane. This straight-talking Yorkshire woman will tell you what’s what in plain language – there is no small print, only a very modest bill. And then you can move on, with confidence!
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