Meet the team

Jonathan Willis

Director & Chartered Financial Planner

Meet Jonathan
Michael Clifford

Client Relationship Manager

Meet Michael
Hayley Robertson

Client Relationship Manager

Meet Hayley
Siân Davies Cole

Chartered Paraplanner

Meet Siân
Joanne Taaffe, LLB, MA

Trainee Paraplanner

Meet Joanne

Contact us

If you’ve got questions or would like to arrange a free initial consultation, please get in touch.

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