Crewe
Diane joined Perspective in April 2026.
She has worked in the Financial Services industry since March 2019 and holds the CII Diploma as well as the CF6 qualification in Mortgages. She is also working towards her CF8 qualification in Long Term Care.
Diane is passionate about providing holistic financial advice and helping clients feel more confident in understanding their finances. She enjoys building strong relationships and takes pride in supporting people as they work towards their financial goals.
Outside of work, Diane keeps very busy. She enjoys working behind the bar, volunteering at her local theatre and presenting a radio show focused on neurodiversity. She is also Treasurer for the Cheshire Neurodivergent Community group and enjoys staying active through line dancing, swimming and walking her dogs. One of the top items on her bucket list is to swim with dolphins.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
