Business Details
Trusted Chartered Accountants in Edinburgh & Borders
Diamond Financial is an established Scottish firm of Chartered Certified Accountants operating across Edinburgh, Lothians, and the Borders. We specialise in delivering tailored financial solutions for businesses and individuals, combining technical expertise with a deep understanding of our clients' personal and professional goals. Our services span business advisory, corporate finance, tax planning, and personal financial strategy, with a focus on helping clients achieve sustainable growth and financial security. We prioritise regular business reviews, clear communication, and holistic planning to ensure our clients' financial decisions align with their lifestyle aspirations. With over two decades of combined experience, our team provides actionable insights and strategic support to navigate complex financial landscapes.Our approach integrates business and personal finance, recognising their intrinsic connection to deliver comprehensive solutions. We are committed to transparency, ethical practices, and long-term client relationships built on trust and measurable results. Our expertise extends to cashflow management, KPI development, premises acquisition, succession planning, and tax-efficient strategies. By combining technical proficiency with a client-centric ethos, we empower businesses and individuals to make informed financial decisions. Our services are designed to reduce administrative burdens, optimise profitability, and create pathways for future growth.
Services
Annual Accounts
Book Keeping
Business Development
Management Accounts
Online Accounting
Payroll
Premises Purchase
Restructuring
Succession Planning
Tax Planning
Highlights and features
- We implement quarterly business reviews to align financial strategies with growth objectives
- Our tailored action plans include measurable KPIs for business development
- We provide clear, jargon-free financial communication and reporting
- Our holistic approach integrates business and personal financial planning
- We combine technical expertise with practical, actionable business advice
Associations and certifications
- ACCA
What people say
Personalised service
Clear communication
Expert financial advice
Tailored action plans
Proactive approach
Services
Business Development
Our business development service helps companies create tailored growth strategies through regular reviews and KPI implementation. We analyse market factors, operational structures, and sales performance to identify improvement opportunities. By developing measurable action plans, we enable businesses to achieve sustainable growth while maintaining alignment with owners' personal financial goals.
Tax Planning
We specialise in creating tax-efficient strategies that legally maximise client profits. Our services include VAT return management, corporate tax planning, and personal tax efficiency solutions. We help businesses and individuals structure their finances to minimise tax liabilities while ensuring compliance with regulatory requirements across Edinburgh and the Borders.
Succession Planning
Our succession planning service provides comprehensive exit strategies for business owners. We develop detailed roadmaps for ownership transitions, including contingency plans for unexpected events. This includes company structure changes, estate planning integration, and ensuring business continuity while protecting personal financial interests.
Management Accounts
We produce accurate management accounts that provide clear financial visibility for business decision-making. Our service includes cashflow analysis, performance tracking against KPIs, and regular reporting to support strategic planning. This helps businesses maintain financial control and identify growth opportunities proactively.
Payroll
Our payroll service handles all aspects of employee payment processing and compliance. We manage PAYE requirements, statutory deductions, and reporting obligations to ensure businesses meet regulatory standards. This allows business owners to focus on core operations while maintaining accurate and timely employee payments.
People
Gill Fox
Director
Gill Fox is a Chartered Certified Accountant with extensive experience in business advisory services. She specialises in helping SMEs develop growth strategies that align with personal financial goals. Her expertise includes corporate finance, tax planning, and succession strategies for business owners across Scotland.
Kerri Fife
Accountant
Kerri Fife provides comprehensive accounting services with a focus on business development. She works closely with clients to implement tailored financial strategies that drive business growth while maintaining personal financial alignment. Her experience spans multiple industries across Edinburgh and the Borders.
Colette Brown
Tax Specialist
Colette Brown specialises in tax planning and efficiency strategies for businesses and individuals. She helps clients structure their finances to legally maximise profits while ensuring compliance with tax regulations. Her expertise covers corporate tax, personal tax efficiency, and VAT management.
Tracy Blair
Financial Advisor
Tracy Blair offers expert financial advice focusing on business succession planning and personal estate management. She develops comprehensive strategies that integrate business and personal financial goals, ensuring continuity and protection for business owners and their families.
Melanie Phillips
Payroll Manager
Melanie Phillips manages all aspects of payroll services with expertise in PAYE compliance and employee payment systems. She ensures accurate and timely processing while maintaining regulatory compliance, allowing business owners to focus on core operations without administrative burdens.
Questions
What accounting services do you offer for businesses?
We provide annual accounts preparation, management accounts, cashflow management, and KPI development to support business growth and financial decision-making.
How do you help with tax planning?
Our tax planning services include corporate tax strategies, personal tax efficiency, VAT management, and succession planning to legally maximise profits and ensure compliance.
What makes Diamond Financial different from other accountants?
We combine technical expertise with regular business reviews and tailored action plans that align financial strategies with personal goals through holistic planning.
Do you offer personal financial services?
Yes, we provide estate planning, retirement strategies, and tax-efficient personal finance solutions that integrate with business financial planning requirements.
