How we can help

estates, wealth and retirement

What can you expect?

The pleasure of financial freedom is having your heart and mind free from worry about life’s uncertainties. Life is always uncertain and there are no guarantees. Diamond’s IFAs pave the way to a more secure future for you, your family and for your business.

We always focus on your needs and expectations by combining a high-quality, long-term financial planning service with tax planning to make the most of your money.

Goals without a plan are just a wishlist. For a goal to be realistic and achievable it has to be a dream with a deadline. Regular reviews of progress to ensure we are all on track have a greater chance of achieving a better outcome.

It starts with a journey we take to:

  • Get to know you
  • Prepare a plan to meet your goals
  • Highlight your current plans, inconsistencies and errors
  • Ensure you, your family and your assets are protected
  • Help, assist and advice you to build a brighter, more secure future

Professional financial planning is a process which aims to help you realise your ambitions, whatever they may be.

As professional financial advisers, we can help you make informed decisions about your financial future, in the short, medium and long term.

Retirement planning

Our advisers understand the importance of getting the golden years right for you. With improved healthcare, longer life expectancy and earlier retirements, we help our clients set retirement goals, tax-efficiently and your adviser will review these regularly.

Savings

Saving for something specific or do you just want to ensure your money is working hard for you? If so, carefully chosing a financial adviser can help you. Listening to your savings and investing goals and providing tailor-made  recommendations for you is the outcome you would expect from any adviser.

Investment

Our adviser will discuss your objectives, tax efficiency, risk, asset allocation and address these and other financial matters carefully when helping you make the right investment choices helping you decide. From NISAs to full wealth management strategies working closely with you to achieve ongoing results.

Protection

Protecting your loved ones, business and your estate is all part of holistic financial planning approach. You will be guided to value for money contracts, tax-efficient strategies, trusts and ensuring the people you care for are well protected.

If you are uncertain about what your needs are, we can provide a simple overview of your options. Whether you are considering simple life assurance cover, providing more long-term retirement planning coupled with tax savings or an overall financial plan, we can review this with you.

Should you have any area of financial planning that you need assistance on more specifically, or you have a target in mind for  achieving a financial goal, a discussion or an appointment may well get you on the right track.

No-obligation consultation

Should you have any area of financial planning that you require assistance with, you are welcome to make an appointment at one of our offices for an initial consultancy without cost or obligation on either side.

We work closely with legal and business professionals, tax specialists and financial advisers, to offer a comprehensive service that really does complement our main services. Our advice provides a really worthwhile added benefit to our clients over the long term.

Talk to us and let’s make a start on your Diamond journey!

I was recommended to use Diamond Accounts by a friend and have been very pleased with all the help, advice and support. I would not hesitate to recommend them.

NATHAN PACEY

DIRECTOR

switching accountants
is simple

01

Tell us that you want to join

02

We talk to your accountants

03

We get crunching the numbers

04

You can start chasing your dreams

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