How I Help

I provide advice across all areas of financial planning.

With particular focus on;

  • Succession Planning
  • Estate Planning
  • Inheritance Tax Mitigation
  • Retirement Solutions
  • Investment Planning
  • Protection including Business

 

I work with a number of private client teams advising their clients on financial matters relating to divorce and bereavement. Drawing on 20 years of experience in planning I am able to approach matters with the deepest sensitivity, whilst ensuring that the important work is completed during these difficult times.

 

Get In Touch

Get in touch.

Our team are ready to help, you can call us direct on 0113 254 9666 or email us at the link below.

Contact us

Diane Watson, Principal Partner is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE

Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.