‘We found Diana to be personable, professional and reliable. Any queries we had were resolved without delay so that we fully understood the detail of our investment, which means so much when it comes to investing life savings. Diana has a way to put you at ease and we are so glad to have met and spent many hours with her. We would recommend Diana to any who are looking for a clear and friendly approach to their financial needs knowing that the final agreed actions are the best for their individual circumstances. We look forward to our ongoing support and friendship from Diana.’

Brian & Maureen – Whitby
“When we finally bit the bullet and decided that we MUST do something about our pensions, we initially contacted Diana Atkinson for two reasons; firstly because we wanted to deal with someone who was local and secondly, as we are a small business, we wanted advice from a small business – someone who would understand our situation and requirements. From first contact, we knew that we had made a good choice. Di came to see us at our office on several occasions and she listened to what our current state was, what we wanted to invest in, how much risk we wanted to take and generally what we required. She took control of the situation and contacted all our existing pension providers (and I, over the course of many years and many jobs had nine!) finding out the state of all the pensions, both big and small and investigated the best options. She kept us informed at every step of the way. Di has been extremely helpful, professional and friendly – and we now feel much more confident that we have made provisions for our future.”

Flextech Consulting, Bedale

“Diana Atkinson has been a great help to me with my finances and pension. Her explanations are always clear and succinct and any advice she gives is always geared to what you, the customer requires. She also recommended a good solicitor for me. I can’t thank her enough for all her help and long may it continue”

Linda – Hartlepool
“We have been delighted by the service provided, we would be more than happy to recommend her to others and can think of no improvements necessary to the service she currently provides. “

Mr & Mrs Bell – Scorton N.Yorkshire 


We would love to hear from you.

Contact us today on 01609 882155

For an initial no obligation consultation at our expense either at your home or our office in Northallerton