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 fund 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 six 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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Mrs Razey

Thomas Wilson is always professional and the advice has been good. It has been reassuring to find an adviser that I could fully trust. PFM have always been open and honest with me and my family.

Dorset A client since 2016

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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 eight 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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