She has worked in the Financial Services industry since March 2019 and holds the CII Diploma as well as the CF6 Mortgages and CF8 Long Term Care qualifications.
Diane is passionate about providing holistic financial advice and helping clients feel more confident in understanding their finances. She enjoys building strong relationships and takes pride in supporting people as they work towards their financial goals.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.