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Diane Larner

Portfolio Administrator
I joined PMW as Portfolio Administrator in November 2011. I have worked in financial services for over 30 years and in my current role arrange investment transactions for clients, including new investments and switches. In all this extends to around 29,000 transactions every year, each of which must be carried out within strict internal timescales and thoroughly documented. I also liaise with the fund platform providers to ensure we are kept up to date with new developments in their systems and practices. I chair the regular Account Managers’ Meetings, a forum that enables the team to share information and discuss how our working practices should evolve and improve. Outside of work, I enjoy spending time with family and friends, often outdoors with the children and our beloved dog, whatever the weather.
Arrange complimentary consultation

Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.

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