Diane Wilkins

Diane Wilkins

Broughton Wilkins Partnership

Diane's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 28 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 10 )

Auto Enrolment ( 1 )

Investments and Savings ( 26 )

Pension Transfers - Non Specialist ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 9 )

£100k - £200k ( 8 )

Up to £50k ( 3 )

£50k - 100k ( 4 )

First impression

by a VouchedFor user

7 years ago

Overall

Please provide a brief comment about your experience with Diane

Comprehensive explanations given to all questions asked.

First impression

by a VouchedFor user

7 years ago

Overall

Please provide a brief comment about your experience with Diane

She was very helpful. Made it clear what my options are in terms of dealing with my current investments. She was also clear on short term costs and possible long term gains.

First impression

by a VouchedFor user

8 years ago

Overall

Please provide a brief comment about your experience with Diane

Diane and her team really took the time to understand our requirements. She provided clear advice and guidance at a pace and level that we could understand. This was a very productive meeting.

Diane:

Thank you for the kind review. Diane
Review

by a verified client in Essex

8 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Inheritance that needed investing.

How has Diane Wilkins helped you?

Diane came to our rescue after receiving an Inheritance that we needed to invest but had no idea how to go about it . Diane visited our home which made life a lot easier as my wife is disabled , she looked at our finances and returned with a plan to invest our funds ,her explanations were made in easy to understand English and she listened and answered all our questions and set the whole investments in place for my wife and I. Diane is a lovely person with a great sense of humour . She has kept in contact the whole of the way always there to answer any queries we have.

Have you seen the outcome you were hoping for?

We are very happy with the outcome of Diane's work and look forward to a long and fruitful relationship with her.

What could they have done better?

Not A thing

Diane:

Thank you for the lovely review. Diane
First impression

by a VouchedFor user

8 years ago

Overall

Please provide a brief comment about your experience with Diane

Having never used a financial adviser before my wife and I immediately took to Diane. She was friendly and listened carefully to our needs and answered all our questions clearly without a lot of jargon. We look forward to a long and fruitful relationship.

Diane:

Thank you for your kind words. Diane