Phil Diamond

How do you describe what you do?

I help people understand their finances, build clear and personalised plans, and stay on track to achieve the lifestyle and future they want. Helping them make informed decisions so they can focus on what really matters in their lives.

What's next for you professionally?

I’m working towards Chartered status and developing my expertise with corporate clients and tax-efficient planning to broaden the value I offer to clients and business owners.

Where do you get your inspiration to embrace what's next?

My family, my parents and my clients inspire me. Seeing the goals of those I work with come to life reminds me why financial planning matters and motivates me to keep learning and improving every day.

What's your favourite thing about your role?

Sitting with clients at their kitchen table and delivering something powerful. The numbers have become reality, the planning has paid off, and they can retire early. It’s a proud moment and proof that the right advice can genuinely change your life.

When you're not at work, what's your favourite thing to do?

I spend time with my wife Jess and our two young children. Life is busy and full of laughter, watching them grow and learn together is the best part of my day. I’m also a proud Leeds United supporter and season ticket holder at Elland Road.

What qualifications and memberships do you have?

• CII Level 4 Diploma in Regulated Financial Planning
• CII Level 4 Diploma in Financial Planning
• CII Level 4 Certificate in Discretionary Investment Management