Diane Needham FPFS SOLLA

Partner, Chartered Financial Planner


Diane is a Chartered Financial planner with 20 years’ experience. She is a Fellow of the Personal Finance Society and in 2013 Diane was appointed to the Board of SOLLA (Society of Later Life Adviser).

Although elderly care and pensions are her specialism she is also fully qualified to offer tax and estate planning advice. Diane is an expert on advice provided to trusts and Court of Protection Deputies. Her grandmother suffered with vascular dementia and she therefore has personal as well as professional experience in working through the minefield of our care system.

In her spare time, Diane enjoys keeping fit, walking, reading and history. She is a keen horse rider and is a qualified riding instructor at her local Riding for Disabled Association. All other spare time is spent relaxing with her husband and 2 young children.