Nicole Diamond

Nicole provides holistic financial advice to clients, taking the time to deeply understand both their financial and wider life goals and aspirations. With a commitment to excellence, she is passionate about financial health and wellbeing, and truly believes that clients should always be at the centre of what we do. She works closely with clients to create a comprehensive and ever-evolving plan to help ensure they achieve their desired financial, business, and lifestyle goals – and achieve them tax efficiently.

Nicole advises individuals, trusts, charities, and business owners with varied circumstances and at differing stages of life across a range of planning areas including investments, career and business planning, wealth creation, pensions, protection, retirement planning, estate and inheritance tax planning, trusts, divorce, personal tax-efficiency planning, and cashflow modelling.

Committed to the importance of financial health and wellbeing for all, Nicole also supports national charities in providing health and wellbeing and retirement seminars and webinars to staff members working in the third sector including universities, research institutes, national trusts and charities. Additionally, she supports national charities as a coach for young girls keen to establish careers in finance and investment, as well as educational sessions within schools.

Nicole is qualified to post-graduate level in economics, finance, and banking. She is an associate member of the Chartered Institute for Securities and Investment, the Chartered Insurance Institute, and Personal Finance Society.

In her spare time, Nicole can be found at the opera, singing in a choir, hiking in the countryside, and avidly listening to public lectures at the Futures Institute on developments in artificial intelligence and technology.