Diane Holt

Senior Financial Services Administrator

wave home-tree

01937 223055

At work

Diane has over 25 years’ experience in various financial services roles. Her day-to-day role at Berry & Oak is varied but typically includes helping clients with their enquiries, liaising with providers to obtain information for clients, preparing files for client appointments and updating client records.

At home

Diane is married to Stewart and has two grown up sons, Liam and Dale. In her spare time, she enjoys reading, walking, football (watching, not playing) & tracing her family tree.

In the spotlight

What does the day in the life of an Administrator look like?

Every day is different and the work is varied. A typical day will involve dealing with requests from clients, liaising with providers to obtain information, preparing files for client appointments, updating our records and providing administrative support to Andrew and other members of the team.

What do you like about working at Berry & Oak?

I feel very lucky to work with such a great team. I like the company culture and my work is made even more enjoyable by clients who are lovely and friendly.

What are your top three life highlights so far?

  • Getting married
  • Having children and the birth of my grandson
  • Being invited as a guest onboard the USS Nimitz Aircraft carrier.

Is there an ability you wish you had?

To be able to paint (pictures, not decorating the house!!!).

What’s currently top of your bucket list?

A trip to visit relatives and friends in New Zealand and Australia.

Which song gets you on the dancefloor?

Dance With Me Tonight by Olly Murs.

Do you have a talent people would be surprised to know about?

My mastermind specialist subject would be “I’m a Celebrity Get Me Out of Here”.

More team members

Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.