Nicole Diamond

Financial Planner (Edinburgh)

Expertise

Nicole is a Financial Planner at Titan Wealth Planning with a commitment to excellence and is currently progressing towards chartered status. She truly believes that clients should always be at the centre of what we do and provides holistic financial advice to clients, taking the time to deeply understand both their financial and wider life goals and aspirations. She works closely with clients to create a comprehensive and ever-evolving plan to help ensure they achieve their desired financial, business and life-style goals, and achieve them tax efficiently.

Nicole advises clients with varied circumstances and at differing stages of life across a range of planning areas including: investments, ISAs, career planning and wealth creation, divorce, pensions, retirement planning options, protection, estate and inheritance tax planning, trusts, personal tax planning, and cashflow modelling.

Nicole is an associate member of the Chartered Institute for Securities and Investment and a member of the Chartered Insurance Institute/Personal Finance Society.

Professional Qualifications

Investment Advice Diploma (Financial Planning and Advice) from the Chartered Institute for Securities and Investment

Postgraduate degree (Distinction) in Economics, Finance, Banking from Heriot Watt University, Edinburgh.

Personal

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