Meet the team
Jonathan Willis
Director & Chartered Financial Planner
Charles de Lastic
Independent Financial Adviser
Siân Davies Cole
Chartered Paraplanner
Graham Webb
Paraplanner
Joanne Taaffe, LLB, MA
Personal Assistant/Paraplanner
Heather de Lastic
Finance Manager
Caryn Hood
Compliance & Office Manager
Hayley Robertson
Client Relationship Manager
Charlotte Eadie
Client Relationship Manager
Contact us
If you’ve got questions or would like to arrange a free initial consultation, please get in touch.