Diane has over 20 years of industry experience covering a broad spread of disciplines. Having gained a vast amount of experience within discretionary fund management and wealth management, she joined SJP in July 2018 as a Wealth Management Consultant and now leads the North area within the Private Client Division.
Diane is a Fellow of the Personal Finance Society and holds Chartered Financial Planner status, with the addition of and MBA. She also has Fellowship of the Chartered Management Institute and the IMC qualification.
Having a background in relationship management and business development, coupled with technical expertise, Diane is fully equipped and experienced to support partners in their work with HNW individuals; whether through client events, client meetings or with technical support.
Diane assists partners to maximise client relationships by; helping them to secure and retain clients, offering guidance when building new professional connections, and assisting to improve their knowledge in key areas through effective consultancy and support.
She also works closely with our Investment Management Team and Rowan Dartington, as well as the St. James’s Place Partnership and their clients enabling her to give a thorough insight into the distinctive St James’s Place Investment Proposition.
