We welcome Diane to our team of Financial Planners
In her new role, Diane will join our 70 strong Wealth Management and Tax teams to provide specialist advice for clients. Whether that is an individual, business owner or trustee, Diane will work with them to create a tailored strategy providing advice in key areas including – business protection, savings, investments, and retirement planning.
Prior to joining MHA Tait Walker in October 2019, Diane worked as a Financial Planning Analyst. She has a Diploma in regulated financial planning with the CII and a 2:1 Honours degree in Business Finance in Accounting from Edinburgh Napier University. Diane is currently working towards becoming Chartered. Diane grew up in Kelso in the Scottish Borders and has lived in the North East for 4 years.
“I am excited for the challenge of being a Financial Planner and appreciate all the support the firm has given me. I have been involved in nearly every stage of the financial planning process during my career and now I am fortunate to combine my passion for helping others and my financial experience to help my own clients achieve their goals.
It’s been a difficult year for everyone, and I am here to break down the jargon our profession uses so clients can really understand their financial plans. Whilst instilling confidence in their financial futures.”
Mark Parkinson, Partner at MHA Tait Walker Wealth Management added:
“We are delighted to welcome Diane to the Financial Planners team. In the short time she has been with us she has demonstrated a real passion for the role, and I am confident she will be a valuable addition to the team.”