Diane Needham

Diane Needham

Consilia Wealth Management LLP

Minimum savings/pensions: Over £250,000

Unavailable for contact through VouchedFor

Based in Saint-Albans
View location


5 out of 5

1 review


Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

I have over 15 years’ experience providing financial advice, having started my advisory career working for the Woolwich I became an independent adviser in 2001. Since then I have been busy studying and I am now one of a few advisers who have achieved the status of becoming both a Chartered and Certified Financial Planner. In 2013 I was appointed to the Board of SOLLA (Society of Later Life Adviser). I am also a Fellow of the Personal Finance Society and an Accredited Member of the Later Life Society. Although Elderly Care is my specialism, I also fully qualified to offer investment, pension and tax planning advice, as well as all areas of protection advice and have enjoyed providing planning advice on local radio. I am an expert on advice provided to Trusts and Court of Protection Deputies. My Grandmother suffered with Vascular Dementia and I therefore have personal as well as professional experience in working through the midfield of our care system. In my spare time I enjoy; keep fit, walking, reading and history. I am a keen horse rider and a volunteer instructor at my local Riding for Disabled Association. All other spare time is spent relaxing with my husband.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Diane's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Age group

Clients' level of financial expertise

Reviews of Diane

Are you a client of Diane? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.