About

Diamond Financial - Chartered Accountants and Tax Planners 

How would you describe Diamond Financial? The short explanation is that we are an established firm of Chartered Certified Accountants offering business advice, corporate finance, accounts, tax efficient planning and support services such as payroll to a wide range of businesses and individuals. This however, is just the tip of the iceberg. To understand more about us and what we do it’s best to start with the goal in mind – your goal. You see, any accountant can count beans and deliver your annual accounts if that’s all you want. At Diamond Financial however, we prefer to get to know you and understand how you grew the beans in the first place. We will then work alongside you to help you to grow more so that you can achieve the lifestyle goals you have set for yourself on the back of the business goals you have set for your company.

We believe that behind every business start-up or SME looking to enter that next growth stage is a business owner looking for two things: a lifestyle that a successful business can deliver and the best financial support and advice to help you get there. And finally, we believe that by choosing Diamond Financial to help you on your journey you will be taking the first steps in making your business and personal financial goals a reality.

What sets Diamond Financial apart from other Chartered Accountancy firms?

When you choose Diamond Financial to be your firm of Chartered Certified Accountants we bring a number of things to the table not least the appreciation that you are in control of your business and no one else. We will be there to help you to make sense of the figures and highlight areas for improvement but we always recognise that you are the ultimate decision maker in all aspects of your company. That’s why we implement the following:

  • Regular business reviews – It takes time to get to understand how a business works and what makes you tick so we will normally arrange business reviews on a quarterly basis to start with. This is a chance for us to roll up our collective sleeves and get under the skin of your company, look at big picture issues affecting it such as market factors, your operational structure including sales and marketing and all other aspects of your business. The term holistic may be overused but your personal and company goals are at the heart of everything we do. They are what drives us.

  • Tailored action plans – You will know better than anyone else the type of business you want to grow and what you want to get out of it. Sometimes however, being at the coalface day after day means that you are immersed within it and not able to look at the opportunities and challenges objectively from a different perspective. Diamond Financial will help you get on top of your business and work with you to create an action plan tailored specifically for your needs which will put you more in control. We will discuss and put in place, with your agreement, Key Performance Indicators to help to keep you on the right track towards achieving your business and personal goals.

  • Clear and concise communication – We need to understand your business and you need us to report back to you in a clear and concise manner. With Diamond Financial you won’t get smoke and mirrors. You’ll get no nonsense, straight talking feedback to help you reach the goals you’ve set for yourself.

  • Personal Financial Services – ‘It’s business, not personal.’ How many times have we heard that mantra? However, at Diamond Financial we view it differently. Business is personal - very personal. In fact the two are inescapably linked and we can advise you on how to make sure that any decisions you make which will affect your business will not have an adverse effect on your personal life and family’s financial circumstances. This could range from a simple change in company status from sole-trader to limited company (if the circumstances are right), through to the more complex subject of planning how your company should move forward in the event of the sad and untimely death of a business partner. These are life’s realities which unfortunately need to be faced but Diamond Financial can put your mind at rest and steer you through to a resolution which will work for everyone concerned. And, as a business client, we can also help you with your own personal estate and tax planning.

Call Diamond Financial now and let’s get to know each other

There’s only so much you can find out from a few words on a page. It’s much better to meet face to face so you can talk to us about your plans to either start up a business or develop your existing one. If you live or work in the Lothians why not give Diamond Financial a call now on our Edinburgh office number, 0131 222 9680? Or, if you live in the Borders, call our Duns branch on 01361 884466.