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
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.