Empowering my clients with financial security

“I have been providing holistic financial planning for my clients and their families since 1993. This has involved me working with business owners, directors and professional individuals providing advice on both their personal and business financial planning. At the heart of my relationship with all these clients is my role as their trusted adviser.”

Diane Watson

Principal Partner

Bespoke Planning, Personal Service.

I take the time to get to know you; your background, current situation and future goals. By gaining this understanding I am able to create a plan that works for you – bespoke and unique. The ultimate aim is to build a plan that delivers prosperity and financial security.

 

How I Help

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.