Siân Davies Cole

Chartered Paraplanner

Qualifications

Diploma for Financial Advice (Level 4)
Advanced Diploma for Financial Advisers (Level 6)
Certified Financial Planner

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!

Likes

Art
October
Being in the woods
Netflix documentaries
Champagne

Dislikes

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:

Openness

Honesty

Friendliness

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:

Prince

Will Farrell

Joe Wicks

The three small things that make my day better are:

Chocolate

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.

Contact us

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