CERTIFIED  FINANCIAL PLANNER

Services

  • Financial Planning

T: 07458 043919
F: 01626 202420
E: dianepepler.cfp@wbw.co.uk

About

Memberships
  • Advanced Diploma in Financial Planning
  • Certified Financial Planner
  • Pension transfer and divorce specialist
  • Certificate in Long Term Care
  • Member of SOLLA ( Society of Later Life Advisers)
Profile

Diane has been providing a full range of advice to clients with a wide range of needs and objectives advising clients for over 25 years and, being a Certified Financial Planner and a qualified Pension Specialist, she holds higher qualifications than average. During her career she has held several senior positions, she was a Director of Financial Planning at national stockbroker and for the last 10 years has been Regional Director of one of the largest financial advisers in the UK. Diane has also worked closely with several South West based law firms providing specialist advice to their clients, particularly those in later life and is a member of SOLLA.

Diane has been dancing for many years and enjoys all types of dancing, especially ballroom and Latin.