Partner Practice of St. James's Place Wealth Management
Diane has a wealth of experience helping clients achieve their financial goals. Before joining Bright Wealth Management in 2015 she was part of the wealth management division of a large accountancy practice in West Yorkshire. Since joining Bright Wealth Management Diane has continued to build her client base. She enjoys providing quality advice to her clients and helping them achieve their long-term financial goals.
Diane is able to advise on wide variety of financial matters, including investment planning, retirement planning, personal protection and inheritance tax planning. Based in our Ilkley office, Diane is keen to help local businesses as well as individuals meet their financial goals.
When Diane is not in the office or talking to clients she loves to spend time with her young family. When time permits, she can also be found fell running.
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.