Diana Lovett

Compliance Assistant

Professionally

With 35 years experience in financial services and predominately advising clients, I have now taken a step back from a client facing role to work in the Compliance Team. I spend most of my day checking advice provided by advisers to ensure compliance with FCA regulations and accuracy with information provided to clients.

Personally

I am a keen gardener and enjoy nothing more on a sunny day than a BBQ in the garden with friends and family and of course a large glass of Vino!

I have 3 grandchildren who are great fun and keep me very busy. My second job is babysitter and taxi driver running them around to their various activities.

Importantly

I am qualified in all areas of financial planning.

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Mr & Mrs Whatman

We have known John Skipton for 11 years. John Skipton is always patient and gives good sound advice. I would be happy to recommend John Skipton and PFM Associates to anyone should the situation arise.

Christchurch Clients since 2014

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Mr Laney

John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.

Bournemouth A client since 2015

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Mr J Barker

Since being a client of PFM, I have been really impressed with the level of personal service and advice I have also received. Pensions and tax are a minefield of complexity to the uninformed and PFM have brought great clarity and I have learned much from Christian's advice, all provided with a very friendly and clear approach.

Bournemouth A client since 2019

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Mrs Drysdale

PFM have been our Independent Financial Advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed and highly recommend PFM.

Dorset A client since 1998

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Mr R C Brady

I was introduced to PFM by a family member about 12 years ago, in order to obtain personal pension planning advice. I have been very pleased with the advice given by my adviser, for my pensions and for wealth management. I have no hesitation in recommending PFM.

Bristol A client since 2012

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Mr John Dinley

Christian is only my second ‘adviser’ in 30 years of professional financial advice and I feel that I could not have acquired a better one; he listens carefully, is always empathetic to my concerns and requests.
I totally trust his judgement and considered advice which has always been balanced and very rewarding.

Poole A client since 1992

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