Joanne Taaffe, LLB, MA

Personal Assistant/Paraplanner

Qualifications

LLB (Hons)
MA Criminal Justice Studies
PGCE Primary
CertPFS(Paraplanning)

At work

In my role as Paraplanner, I liaise with existing and new clients throughout their journey with us, and support Jonathan on all aspects of the financial process.

What else?

I run a busy household with two teenage sons. I also teach and tutor primary school children as well as my role in finance, so when I do have spare time I enjoy swimming, going to the gym, pilates and reading.

Likes

Family
Manners & courtesy
Honesty
Common sense decisions
Flowers & plants
Clear communication

Dislikes

Laziness
Copying
Traffic jams
Boasters
Lateness
Excuses

On an ideal weekend, you can find me:

Relaxing with my family in my garden

My favourite holiday destination is:

Any Caribbean Island

My favourite song to play in the car is:

‘Sorry’ by Justin Bieber, or ‘Paradise’ by Coldplay

The first album I bought was:

Friend or Foe by Adam Ant

If I could be any fictional character, I would be:

Kylo Ren

f I could turn any activity into an Olympic sport, I would win a medal in:

Having the last word

When the dessert menu arrives, I’m looking for:

Salted caramel profiteroles

The three qualities that draw me to new people are:

Sincerity, positive outlook, easy-going

My pet peeve is:

People not leaving things/places as they found them

The best gift I’ve ever received is:

My two children

The three people at my dream dinner party would be:

Chris Martin, Gino D’Acampo, David Attenborough

The three small things that make my day better are:

Not cooking dinner, a small amount of ‘me time’, dinner around the table as a family

Three things I haven’t done so far include:

Swim with wild dolphins, travel first class, eat at a 3 Michelin star restaurant

Meet the team

Come and meet our team and find out how we help.

Jonathan Willis

Director & Chartered Financial Planner

Meet Jonathan

Siân Davies Cole

Chartered Paraplanner

Meet Siân

Caryn Hood

Compliance & Office Manager

Meet Caryn

Contact us

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