Siân Davies Cole

Chartered Paraplanner


  • Diploma for Financial Advice (Level 4)
  • Advanced Diploma for Financial Advisers (Level 6)
  • Currently studying for CFP

At work

The majority of my role involves working on individual cases of advice covering various scenarios such as pension transfers, investments and estate planning. I’ve had extensive experience with more complex arrangements like VCTs, Trusts and Business Relief investments. I spend most of my time working on these cases and discussing them with the Financial Planner when needed.

What else?

I’m a mama to a toddler so my “spare” time is mostly dedicated to Hey Duggee. I’m a fair weather runner so I love to get out and run in my local park, but only when it’s not muddy. I also have what some would call an “obsession” with Emma Bridgewater pottery and organise bring and buy sales in the local area in my spare time which go down a storm!


  • Art
  • October
  • Being in the woods
  • Netflix documentaries
  • Champagne


  • Fickle people
  • Mushrooms
  • The colour orange
  • Mess
  • Bugs

On an ideal weekend, you can find me:

Doing as little as possible

My favourite holiday destination is:

The Maldives

My favourite song to play in the car is:

Anything by Chase and Status

The first album I bought was:

Everything Must Go by the Manic Street Preachers

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

Carrie Bradshaw

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

Collecting pottery

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

Anything with Cherry and almond in

The three qualities that draw me to new people are:




My pet peeve is:

Rude people

The best gift I’ve ever received is:

A Mulberry purse

The three people at my dream dinner party would be:


Will Farrell

Joe Wicks

The three small things that make my day better are:


Being organised

Everything going to plan

Three things I haven’t done so far include:

Design and build my own house

Learn and go scuba diving

Go camping

Meet the team

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

Jonathan Willis

Director & Chartered Financial Planner

Meet Jonathan
Michael Clifford

Client Relationship Manager

Meet Michael
Hayley Robertson

Client Relationship Manager

Meet Hayley

Contact us

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

    How would you like to be contacted?