I have found Diane to be both efficient and knowledgeable and very comfortable to work with. She knows what she is talking about and eases the stress and strain which is a main factor when under financial stress. She has been able to help me getting my money sorted out and I appreciate her help.
Over the 17 years that we have lived in Leeds we have regularly contacted Diane for financial advice. Diane helped us buy our first home -ensured that we were financially stable and set up for years to come. More recently she has helped us review and reorganise our finances ensuring that we are more financially secure than ever. Diane is straightforward and clever. She absolutely has our interests at heart. She makes time to understand our lives and thinks carefully about what we will need. She has a wealth of expertise, a big heart and we trust her completely.
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.
I had heard Diane on the radio and was struck by how much common sense, simplicity and honesty she brought to financial matters so I made a note to meet up with her one day to help me with my finances and plan for the future. Time passed and I was within three months of retirement and my wife had recently been made redundant. I was beginning to beat myself up for not seeing her years ago and fearing for the future! So we recently travelled north to meet Diane and she immediately calmed the situation with her knowledge of financial and life matters and she has provided us with a strategy and vision for the future which we could not have dreamt about and are now working through those plans. We now have the confidence to know what to do with work, pensions, savings, and have even made provision to help our adult children to buy their first homes. From my experience I would have no hesitation in recommending Diane and it is never too late, I was weeks away from retirement! If it’s thinking outside the box you need then Diane has a box of tricks to solve your financial issues to take away the fear and give you a road map to make the best of your situation and put you in the driving seat.
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.
As someone who thinks I should understand figures, I was surprised how difficult I found it to think about my own savings and pension. A friend recommended Diane. I gave her a mix of vague hopes, personal values and situation, plus raw financial information. Then she gave back to me a simple summary and clear options. Diane gave me permission to let her sort out the figures, and so let me focus on what I want, knowing more about what may be possible.
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.
Diane combines considerable financial expertise with a sensitive approach. She managed to get me a better deal than I was expecting from a financial services provider and even secured unexpected compensation for a glitch in their customer service. She simplified matters that were complex to me and did so with a very human touch.