Diane is married to Stewart and has two grown up sons, Liam and Dale. Diane has over 25 years’ experience in various financial services roles. In her spare time, she enjoys reading, walking, football (watching, not playing) & tracing back her family tree.

What do you like about working at Berry & Oak?
I work with a great team, I like the Company culture and our clients are lovely and friendly.

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 are your top three life highlights so far?
1. Getting married
2. Having children and the birth of my grandson
3. Being invited as a guest onboard the USS Nimitz Aircraft carrier

What is 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.

What’s the one talent you have, that people would be surprised to know about you?
My mastermind specialist subject would be ‘I’m a Celebrity get me out of here’.

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If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.

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