Friendly and approachable

Here are just some of the areas we cover:

  • Pensions
  • Protection
  • Savings
  • Investments
  • Inheritance Tax
  • Retirement and later life planning

Whatever your plans are for the future – providing for your family, securing your retirement or passing your wealth to future generations – we can help you find the right solutions for your needs. Our clients enjoy working in close partnership with us, and value our genuine interest in helping them achieve their financial goals.

The Financial Conduct Authority does not regulate tax advice.

Diane Milton

Job Title: Principal and Financial Planner


  • Chartered Financial Planner
  • Fellow of the Chartered Insurance Institute


Di has spent over 20 years as an IFA looking after clients of all ages and wealth. In 2006, she was one of the first IFAs in the UK to be awarded the coveted chartered status by the Chartered Insurance Institute. This places Di amongst the elite in the financial services profession. Her aim with clients is, wherever possible, to keep things simple; in the language used, in explanations and in reports and letters. Life is complicated enough and Di strives to ensure clients fully understand the choices they have and helps them make the decisions that are right for them. Both before and after work, Di is often found at exercise classes, trying hard to keep up with girls 20 years her junior. She does not give in easily! On the weekends Di enjoys long walks, fine dining and socialising. Most of all though, she loves spending time with her family.

Sarah Mathews

Job Title: Independent Financial Adviser


  • Diploma of Financial Planning
  • Member of the Chartered Insurance Institute


After graduating from university with a first class honours degree, Sarah joined the Graduate Programme at Aon, a large financial services company in London. Sarah experienced working in teams which focused on the different aspects of financial planning, including pensions, investments and protection. Following the successful completion of the two year Programme she joined the Pensions Team and soon after achieved the Diploma in Financial Planning.

Sarah enjoys working with clients of all ages, listening to their needs and working closely with them to help them achieve their financial goals.

In her spare time Sarah enjoys playing netball, working out at the gym and spending time with friends and family.

Want to know more?

To find out more, please call us on 01392 361581 or email us at

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