Meet the team
Jonathan Willis
Director & Chartered Financial Planner
Siân Davies Cole
Chartered Paraplanner
Joanne Taaffe, LLB, MA
Operations Director
Caryn Hood
Compliance & Office Manager
Charlotte Eadie
Client Relationship Manager
Joey Tardi
Trainee Financial Planner
Pia Hornberg
Administrator & Personal Assistant to Jonathan Willis
Contact us
If you’ve got questions or would like to arrange a free initial consultation, please get in touch.