Diane is a member of our wealth management team. In her role she provides clients with financial solutions which may include investing for a particular goal, or saving for retirement.
By keeping in touch with clients about their financial aspirations and making sure they’re on track to achieve their goals, Diane provides clients with the peace of mind that their finances are being looked after.
Experience
With over 12 years experience as a financial adviser, Diane works closely with her clients to understand what they are trying to achieve. Being realistic about what is achievable and building rapport over the long term allows clients to feel at ease discussing their finances.
Diane joined Napthens Wealth Management in 2013. She has worked as a financial adviser for over 12 years having started her career as an adviser for an insurance company before working as an independent adviser.
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