My primary role is to be the first point of contact for all administrative day to day queries for my team, clients and intermediaries. Assisting with any queries or requirements they have and ensuring client accounts are set, maintained and cash/assets are transferred accordingly.
Diana is currently undertaking her studies and exams for the Investment Advice Diploma (IAD).
Diana joined Quilter Cheviot in 2013 from a Commercial Leisure and Property background and has many years’ experience as a Secretary/Administrator.
Diana enjoys keeping fit and is a keen boxing fan and currently a member of Birmingham’s No.1 Female Boxing Club the WBC Women Boxing Club.