Partner Practice of St. James's Place Wealth Management
Diane Broadhead was born in the Ilkley area of West Yorkshire, went to school in the area and now, after a rich and varied career, has found her professional home back in Ilkley. Diane left school at 16, seeking she says, “To earn money and learn to drive.” An honest assessment of the aspirations of many 16 year olds. To ‘earn money’ she found a job at a division of The Skipton Building Society and set in train her career in financial management at an exceptionally early age.
“Although,” she says, “My first jobs were, of course, just administrative.” This grounding stood her in good stead through a progression of roles and promotions, leading to her desire to move into advisory positions with IFAs and ultimately fulfilling her aspirations with the wealth management division of a large accountancy practice. Diane’s experience – mainly based in the City of Leeds - has assembled a wealth of knowledge advising on investment planning and retirement planning for individuals and businesses. As well as, of course, the skills required to build the confidence in her shown by her clients.
Diane fulfilled her desire for a new challenge by joining Bright Wealth Management in 2015 and returned very much to her West Yorkshire roots.
You may well see Diane dressed for business in and around West Yorkshire, but closer to Ilkley you may also see her running whilst pushing a buggy carrying 16 month old Sam. This is a regular training session for more serious road and fell running, with ambitions to run a marathon. Although with Sam and 5 year old Ellie to keep her on the run, Diane certainly doesn’t need the exercise. When asked whether husband Jamie also runs, Diane’s answer is just a knowing smile.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.