Reviewed for

Insurance and Protection ( 2 )

Pensions ( 28 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 10 )

Auto Enrolment ( 1 )

Investments and Savings ( 26 )

Pension Transfers - Non Specialist ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 9 )

£100k - £200k ( 8 )

Up to £50k ( 3 )

£50k - 100k ( 4 )

Client reviews

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Diane

Comprehensive explanations given to all questions asked.

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Diane

She was very helpful. Made it clear what my options are in terms of dealing with my current investments. She was also clear on short term costs and possible long term gains.

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Diane

Diane and her team really took the time to understand our requirements. She provided clear advice and guidance at a pace and level that we could understand. This was a very productive meeting.

Diane's reply

Thank you for the kind review. Diane

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Inheritance that needed investing.

How has Diane Wilkins helped you?

Diane came to our rescue after receiving an Inheritance that we needed to invest but had no idea how to go about it . Diane visited our home which made life a lot easier as my wife is disabled , she looked at our finances and returned with a plan to invest our funds ,her explanations were made in easy to understand English and she listened and answered all our questions and set the whole investments in place for my wife and I. Diane is a lovely person with a great sense of humour . She has kept in contact the whole of the way always there to answer any queries we have.

Have you seen the outcome you were hoping for?

We are very happy with the outcome of Diane's work and look forward to a long and fruitful relationship with her.

What could they have done better?

Not A thing

Diane's reply

Thank you for the lovely review. Diane

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Diane

Having never used a financial adviser before my wife and I immediately took to Diane. She was friendly and listened carefully to our needs and answered all our questions clearly without a lot of jargon. We look forward to a long and fruitful relationship.

Diane's reply

Thank you for your kind words. Diane

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with Diane

Friendly and confident. A reassuring first meeting.

Diane's reply

Thank you Sally, I appreciate your review.

First impression from a user who is not yet a client

October, 2016

Overall

Please provide a brief comment about your experience with Diane

Professional and clear advice

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Diane

Very friendly and helpful.

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Diane

Very professional Inspires confidence

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Diane

She was very knowledgable and the meeting was beneficial.

Diane's reply

Thank you for the review. Diane

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

advice on pre-retirement options, utilising the pension plans we held. this was due to health related reasons.

How has Diane Wilkins helped you?

after a consultation meeting, Diane prepared various options for consideration. this helped enormously, and we chose what we felt was the best option that suited our needs.

Have you seen the outcome you were hoping for?

we are extremely happy with all aspects of the advice provided by Diane, and we would not hesitate in recommending Diane to people seeking advice for their pension plans.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension pot from previous employer - I wanted advice on how best to use it on my retirement.

How has Diane Wilkins helped you?

She looked at the alternatives for me, and advised me of several options for annuities. I checked elsewhere to see if her advice was the best, and discovered that itwas. I have made my choice of the options, and she has put it into effect.

Have you seen the outcome you were hoping for?

Yes - I am pleased with the outcome, it gives me the income I was looking for.

What could they have done better?

I am very pleased with what she has done for me.I can't fault her.

Diane's reply

Thank you for your very kind review. Diane

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Required expert advice on retirement options.

How has Diane Wilkins helped you?

Diane went into all the options available and discussed each in detail prior to preparing a detailed report. A risk profile was also taken into account following which the decision was made that the FAD path was the most appropriate. All the work transferring to the new plan was carried out promptly and efficiently and she regularly kept us updated on progress.

Have you seen the outcome you were hoping for?

The plan is in the final stages of being set up and we are fully confident that Diane has ensured this is going to provide us with the best chance of providing growth for the future. Knowing that Diane will also be monitoring the performance regularly is a reassuring factor as we have every trust in her ability and expertise.

What could they have done better?

We had great service throughout the whole process, clear and helpful advice and Diane is so pleasant and approachable it is difficult to see how they could do better.

Diane's reply

Thank you very much for the kind review. Diane

Review from verified client

February, 2016

Overall

Advice

Value

Service

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We needed advice on how to make the most of our pension.

How has Diane Wilkins helped you?

Diane looked into the various options we had and set out the pros and cons.

Have you seen the outcome you were hoping for?

Yes. Her input helped us come to a decision.

What could they have done better?

Nothing really. Her response time on a couple of occasions was hampered by being held up by the pension company themselves but she regularly kept us informed of how the enquiries were progressing. She responded very quickly to our queries when things were under her control!

Diane's reply

Thank you for your kind review. Diane

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I was considering retirement, and needed advice on my retirement and pension options, and confirmation on whether I had the funds to meet my retirement needs. She answered many questions and concerns clearly and patiently.

How has Diane Wilkins helped you?

Diane went through my outgoings, reviewed my projected work pensions, and confirmed that I would be able to retire at the date I had hoped for. She worked with my pension providers, my place of employment, and the place selected for the drawdown portion of the pension, to provide a seamless and stress free result.

Have you seen the outcome you were hoping for?

As the drawdown portion of the pension has only just been put in place, I cannot yet confirm if that outcome will be what we hope for, but in all other parts of the process, this seems to be as hoped. Although, this is still very early days.

What could they have done better?

I cannot think of improvement at this point.

Diane's reply

Thank you for your ind review. Diane

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Ill health Retirement from current job in NHS Unlocking frozen pension from previous employment.

How has Diane Wilkins helped you?

Explained simply and clearly my options and guided me through the small print and jargan.

Have you seen the outcome you were hoping for?

I am still in discussions with my current employer.

What could they have done better?

I don't think anything could have been bettered in terms of my first consultation which was free. Diane went over and above in terms of the time she allotted me on the day which i appreciated when she could have quite easily have terminated the discussion at any time. I felt Diane came across as empathetic but straight talking. My expectations were met and I know that I can contact her again st what we discussed on paper

Diane's reply

Thank you. Diane

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I wanted to save for the future.

How has Diane Wilkins helped you?

She advised on the best investments.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Diane

So far we have only had telephone contact to arrange an appointment. Everything seems very professional and I'm looking forward to our meeting. As yet we haven't discussed charges so some of my answers are not going to give an accurate picture.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I have a couple of small pension funds that I wanted advice on so contacted Diane after finding her on VouchedFor.

How has Diane Wilkins helped you?

She recommended that I transfer from my current provider into a new product. As I do not need to access the benefits at the moment she advised that I leave it untouched for period and invest this in a new product. She indicated that I can eventually convert this into a Flexible Drawdown (my preferred option) when I am ready. Diane was very helpful and made the whole exercise painless.

Have you seen the outcome you were hoping for?

The transfer of my pension funds are underway !!.

What could they have done better?

I would find it difficult to make suggestions for any improvements, a very good service.

Diane's reply

Thank you for the kind review. Diane

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I have a number of pension funds from different pension providers and following the changes introduced by the government in 2014/15 I decided I wanted to explore the Flexible Drawdown options available to me rather than being forced into an Annuity. I found that I could not get what I wanted from the pension providers (either any suitable products, or consistent guidance), so contacted Diane for some independent advice. I chose Diane as I found that she had an exemplary rating from VouchedFor, and holds a number of qualifications.

How has Diane Wilkins helped you?

Diane first helped me complete an Income & Expenditure breakdown covering my existing position together with that at retirement. She conducted a review of my pensions to ensure that if I were to consolidate into a new product that I would not lose any benefits. After completing a Risk review with me she then recommended a product she thought would suit my needs. I found Diane to be Informed, Open and Honest and extremely thorough. I know that I can contact Diane at any time and can look forward to a solid one to one relationship with her going forwards.

Have you seen the outcome you were hoping for?

Diane’s proposed solution suits my objectives perfectly and is now going through the transfer process.

What could they have done better?

Nothing whatsoever, I can recommend Diane without any hesitation.

Diane's reply

Thank you for the kind review. Diane

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Redundancy - help with appropriate planning for growing a lump sum.

How has Diane Wilkins helped you?

Diane was friendly and professional, and she actively listened to me. she gave clear and comprehensive illustrations and information. She also gave advice with regard to the need to make a will and establishing power of attorney, as well as giving me a few ideas for my job search. I recommend Diane very highly, not only is she professional, but she is a pleasure to work with.

Have you seen the outcome you were hoping for?

I have the mixed portfolio I wanted.

What could they have done better?

Nothing

Diane's reply

Thanks for your kind review. Diane

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

I have a few old pensions that have been sitting about and not reviewed for years.

How has Diane Wilkins helped you?

Diane was very friendly and very helpful and offered a free advice for our first visit . I had lots of worries but Diane has put my mind to rest.

Have you seen the outcome you were hoping for?

We are still working on this .

What could they have done better?

The only think is maybe biscuits with the coffee . nothing very nice person .Me and my wife left her office very happy

Diane's reply

Thank you for your kind review. Diane

First impression from a user who is not yet a client

October, 2015

Overall

Please provide a brief comment about your experience with Diane

Excellent response from Diane - she gave me good basic advice and once I have implemented the leads she gave me - I will be back to her to ask for more specific help. Many thanks. Definitely recommend her. We did not discuss charges so I had to say no on your questions.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension encashment decision.

How has Diane Wilkins helped you?

Provided several very detailed options.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I was looking for a complete Pensions and Savings review.

How has Diane Wilkins helped you?

After a thorough (and free) review meeting which included what I wanted to achieve and assessing my attitude to risk, I was presented with a detailed report. The options available with associated fees were clearly defined and recommendations made. Communication is excellent be it an email or telephone call, a pleasure to do business with.

Have you seen the outcome you were hoping for?

I went ahead with the advice given and would have no hesitation contacting Diane with any future financial queries.

Diane's reply

Thank you for the kind review.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

The need to build up a pension fund for retirement and consolidate existing pension plans if possible. Also to look for a suitable investment for the funds from a maturing fixed rate bond.

How has Diane Wilkins helped you?

Diane completed a detailed financial review and compiled two comprehensive reports detailing pension and investment options based on my current circumstances and attitude to risk.

Have you seen the outcome you were hoping for?

My existing pensions have now been consolidated into a new pension fund to which I am now making monthly contributions. The pension is contained within a portfolio also containing my capital investment thus minimizing charges and maximising potential gains.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Wanted some advice re a small pension i had.

How has Diane Wilkins helped you?

talked through the options and ensured I understood the various risks levels to make sure I was put in the appropriate fund.

Have you seen the outcome you were hoping for?

My fund has increased in value and the risks have been diversified.

What could they have done better?

Diane was friendly but knowledgable and I would find it difficult to make suggestions for any improvements

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Advice iro funds from a Buy Out Plan.

How has Diane Wilkins helped you?

Visited me twice + phone calls and emails. Advised on best course of action i.e. take full put or annuity Looked at my incomings and outgoings to ensure I wouldn't be over my income limit for current tax year should I take full pot.

Have you seen the outcome you were hoping for?

Have recd income from taking full pot + relevant paperwork from insce co iro tax deducted. Now await relevant form from Inland Revenue to claim tax rebate.

What could they have done better?

Advice given by Diane was spot on including amount paid and tax deducted. I would recommend Diane to anyone seeking financial advice. She was kind and considerate of my circumstances and her fees were fair for the amount of work and advice she gave in comparison with ano fa whose fees were extortionate. I couldn't thank her enough.

Diane's reply

Thank you for your kind review. Diane

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Diane

Very efficient service all questions answered by email in one complete statement. Saved me time and money.

Diane's reply

Thank you for the review, glad i could help. Diane

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Diane

Good initial meeting, Diane went through all details thoroughly and clearly.

Diane's reply

Thank you for your review.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Moving house and retiring, and needed to get the best advice as to where to put our savings for the future.

How has Diane Wilkins helped you?

Gave us honest advice, and place our money to the best advantage.

Have you seen the outcome you were hoping for?

Very happy. Our investments with Diane's advice and knowledge have given us an income which we are comfortable and have peace of mind knowing someone has knowledge of what to do with the money we have.

What could they have done better?

I don't think she could have. She explains things so we can understand the finances and the movement of our money when it is to our advantage.

Diane's reply

Thank you for the kind review. Diane

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Diane was recommended by a friend and we have always found her to act in a very professional manner. Diane helped us through the financial implications regarding our pensions in language that we were both able to understand . Diane always acts in our best interests in a fast and efficient manner and we would definitely recommend her.

What could they have done better?

As of yet in the three years we have been her client we can't fault her advice.

Diane's reply

Thank you very much for the kind review. Diane

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

I first consulted Diane Wilkins around 12 months before I retired. I had, at that time, a variety of pension funds from a variety of past employers and the advice I received and proposals she made were such that I had no hesitation in asking her to update them and put them into place when I eventually retired. All her recommendations were fully (and patiently) explained together with the reasoning behind them and completely fulfilled my requirements for the long term, including provision for future flexibility that I required. The most important thing she has done is to enable my wife and I to face the future with confidence

What could they have done better?

Very little

Diane's reply

Thank you very much for the lovely review. Diane

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

All our meetings with Diane have been structured, clear and productive. Diane always listens to our preferences before putting together a comprehensive report, which outlines our options, providing figures and projections for the future. Communication is dealt with promptly, and any queries answered in a jargon free fashion.

Diane's reply

Thank you very much for your kind review. Diane

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

I gave her my pension pot and she has invested it so that I get an income and the capital has also grown.

What could they have done better?

Nothing, other than to stop talking about an annuity.

Diane's reply

Thank you for the kind review, although I may still remind you about annuities ! Diane

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Diane was excellent. Helped with retirement plans and supported me through the process. Now also looking after investments. Very helpful, understands what we want and delivers every time. She is happy to deal with others on your behalf such as HR departments and other financial institutions. Great service !!

What could they have done better?

Nothing that I am aware of. Went beyond requirements..

Diane's reply

Thank you. Diane

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

My wife and I contacted Diane the week before Tax Year end and requested an urgent meeting to discuss pensions and investments to make sure that we could maximise on any savings possibilities before it was too late. Diane came to the house the following afternoon and following a conversation on pension possibilities, went all out to make sure that a new fund was opened before the end of the tax year so that we could maximise the investment possibilities in the next tax year with minimal financial risk or concern. Excellent service, I think we have found our IFA for years to come. Thanks

What could they have done better?

nothing

Diane's reply

Thank you for the kind review. Diane

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

This advisor is always willing and able to give advice to questions, conducts a thorough annual review and operates in a friendly and approachable manner.

What could they have done better?

Nothing comes to mind.

Diane's reply

Thank you Andrew. Diane

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Dianne has been my adviser for over 10 years and applies a great deal of attention to tailoring my investment and pension goals to suit my specific targets.Advice and detailed market analysis is thorough and well informed .Ihave had no reason to be dissatisfied with any of her advice even though markets have not performed as well as one would have hoped over thye past 5 years

What could they have done better?

I would not consider there is much I can ask or suggest that would improve Dianne's business .

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

I found Diane to be approachable, friendly, helpful, informative and efficient. Diane listened to and answered all of my questions. I felt that she was sincere in her advice to me and I was very happy with the outcome of our meeting with the proviso that I can call her in the future should I have any further questions.

What could they have done better?

Diane is the first financial advisor I have consulted. I was very pleased with the outcome and have no further comment to make at this time.

Diane's reply

Thank you for your kind review, Diane

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Diane

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Diane

Very prompt and helpful so far.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Diane

Diane replied within 24 hours and set up an initial meeting. This first meeting was well prepared and structured and Diane's proposals fully met our needs.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Listens. Keeps our feet on the ground by reminding us frequently that investments can go down as well as up. Keep the explanations necessary full yet in plain English.

What could they have done better?

We are very satisfied with the service we receive.

Diane's reply

Thank you, Diane

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Diane

Diane contacted me straight away by E/Mail and it was agreed that My Questions could be answered by telephone. Diane rang me on the day and at the time we arranged. I found her advise was very helpful and Diane was very thorough , we covered a lot . D

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Diane

I completly understood the options Diane gave me after reading my pension letter, there were no sales pitch which I was very greatful for

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Advise and quality of service is excellent. Diane's care and dedication to help simply meant I did not want to price check (value for money) anywhere else. You are never rushed and given respect.

Diane's reply

Thank you for the kind review, Diane

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Powys

How has Diane Wilkins helped you?

Diane is always up to date with legislative changes, is quick to respond to email or phone contact when I have queries, and has invested my portfolio very profitably. She re-assesses my approach to risk whenever we have a review, usually annually but sometimes more often.

What could they have done better?

There are no aspects of the service I receive that I feel could be improved upon.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Diane is polite, punctual and patient, she has a good sense of humour but takes her work seriously. Diane explains things thoroughly in terms I can understand, and has advised me for six to seven years most satisfactorily.

What could they have done better?

I have tried hard to think of something but honestly cannot.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has Diane Wilkins helped you?

Very Approachable and understanding of the needs in establishing a suitable plan.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Diane has been a huge help to me and my company Green Signals Consulting. She has provided invaluable pension advice and helped me set up the company pension scheme. Without her help this daunting task would have been extremely traumatic. Diane is extremely pleasant, very knowledgeable and shows genuine interest in her customers. I would have no hesitation in recommending Diane as an IFO to anyone seeking such a service.

What could they have done better?

I have no improvements to offer, I have been genuinely impressed by Diane.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Our initial reason for choosing Diane was her ability to quickly understand what it was we were looking for and then explain in plain English what was on offer in a straight forward way making it easy for us to understand and make decisions. She regularly checks our attitude to risk as our financial situation and the economy changes. The developing relationship and understanding of what we are looking to achieve along with the very reasonable charges has resulted in a very positive experience.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

About 3 years ago I was looking to take early retirement and found it difficult to obtain any advise/time from my employers group pensions provider. An IFA was the obvious choice and discussed my situation with Diane. She was very helpful and informative giving many options, explaining to to me in a manner that was easy to understand. Once I had decided the way forward Diane carried out all communications with my pension provider, keeping me informed by e mail, phone and regular meetings, any discisions that I needed to take were clearly communicated, making the final discision easy for me to make, with a very satisfactory outcome. Due to the exceptional service I received in my pension advice, I worked with Diane to create an invetment portfolio, which is tuned to the risk level which I am comfortable with, and I may add has done very well for me to date. To date all my enquiries and advice requests have been dealt with promptly and efficiently, and I would recommend her services without hesitation.

What could they have done better?

Nothing, I am totally satisfied with the service and advice I currently receive.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Diane knows and fully understands my financial situation as we have had a great professional relationship as well as a friendship since my divorce 12 years ago. Had it not been for her expert advice and guidance my finances would not be as good as they are at present. She is a warm, empathetic decent person with great communicating skills and always keeps me informed of my portfolio. I fully understand the risks and long term gain from my investments and have never been pressured into anything I wasn't completely happy with. All requests are dealt with promptly and efficiently and I am more than happy to pay her charges as I greatly value her as my personal adviser. My instincts on hearing her voice when I first nervously phoned her is what stopped me looking any further. Thanks Diane.

What could they have done better?

Sorry but I can't think of anything that she could do better.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

We have always received professional and friendly advice from Diane. We are now retired, and know we would not be in the sound position we are without Diane's financial advice and guidance. Would strongly recommend this company.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Rutland

How has Diane Wilkins helped you?

Diane has always explained everything lucidly and has made us aware of all the options open to us. She has regularly re examined our attitude to risk and never takes anything for granted. She has always been available either in person or by telephone to answer any queries we have. She has provided excellent value for money and we have every confidence in her ability to do the best for us.

What could they have done better?

I don't think she could do any better

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Assessment of complicated financial scenario, discussion of client preferences & requirements in terms timescale, personal circumstances and future requirements. Good presentation of main options followed by detailed analysis of chosen option. All prepared and documented.

What could they have done better?

Small point but perhaps an action list as reminder of key dates/actions required going forward.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Rutland

How has Diane Wilkins helped you?

Diane has that personal touch which inspires confidence in the advice given. Advice has proved over the years very sound and she gives her clients all the time that is necessary to help understanding what is for most of us a complicated subject. She appears to have all the training and knowledge that is required of a Financial Adviser with the comfort of being at the end of the telephone for instant contact if a personal visit to see her is not practical.

What could they have done better?

I am unable to think of anything I would wish to change with the service provided.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Diane has been our financial advisor for many years, and has provided excellent advice and support.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Diane, apart from being hugely knowledgable. LISTENS to her clients. No attempts at up-sell/deviation. She dovetails customer expectation into comfortable environment...consistently. Performance (of my investment) has always exceeded expectation. There are no unpleasant surprises. Top lady, in so many ways !!

What could they have done better?

Nothing. I have greatly benefited from her advice and gentle financial counselling.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Diane has been mt adviser for over 10 years and applies a great deal of attention to tailoring mt invbestment and pension goals to suit my specific targets. Advice and detailed market analysis is thorough and well informed. I have had no reason to be disatisfied with any of her advice or my decisions based on that advice even though markets have not performed aswell as one would have hoped over the past 5 years.

What could they have done better?

I would not consider there is much I can ask or suggest that would improve Dianes business .

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Essex

How has Diane Wilkins helped you?

Daine has been my financial adviser for as long as I can remember. I have always found her to be professional, accurate and have excellent attention to detail. I would highly recommend her as she is an expert in this field.