Diane Needham - Independent Financial Advice

Independent financial advice for older people and their families

What does it do?

I provide independent financial advice to older people and their families.

I do this in whichever way suits my client - in their home, at my office or by telephone.

My particular specialisms are:
  • Paying for care
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of AL11LA.

How to access or apply for it:

Please phone or email me, as below.

Additional information:

A bit more about me

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 has achieved the status of becoming both a Chartered and Certified Financial Planner together with being a Fellow and SOLLA accredited. In 2013 I was appointed to the Board of SOLLA (Society of Later Life Adviser).

Although Elderly Care is my specialism I am also fully qualified to offer investment, pension and tax planning advice as well as all areas of protection advice.

In my spare time I enjoy; keep fit, walking, reading and history. I am a keen horse rider I am a trainee instructor at my local Riding for Disabled Association. All other spare time is spent relaxing with my husband.

Experience

I specialize in providing independent financial advice to high net worth Individuals, including holistic goal orientated financial planning, portfolio management, pensions, protection, Inheritance Tax and long term care.

I am also an expert on advice provided to Trusts and court of protection deputies .

I am a Fellow of the Personal Finance Society and an Accredited Member of the Later Life Society. 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.

Classification(s):

Info last updated:

12/08/2017
Provider
Consilia Wealth Management LLP, Clockhouse Court 5-7 London Road, St. Albans, Hertfordshire, AL1 1LA