Meet the team

Jonathan Willis

Director & Chartered Financial Planner

Meet Jonathan
Charles de Lastic

Independent Financial Adviser

Meet Charles
Siân Davies Cole

Chartered Paraplanner

Meet Siân
Joanne Taaffe, LLB, MA

Personal Assistant/Paraplanner

Meet Joanne
Caryn Hood

Compliance & Office Manager

Meet Caryn
Hayley Robertson

Client Relationship Manager

Meet Hayley
Charlotte Eadie

Client Relationship Manager

Meet Charlotte

Contact us

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

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