Siân Davies Cole

Head of Paraplanning

Siân joined us as the head of our Paraplanning team in April 2019 with 13 years’ experience in the Financial Services industry. She holds the Advanced Diploma in Financial Advice and is a Chartered member of The London Institute of Banking & Finance.

Siân has extensive experience in tax, trust and estate planning solutions as well as investments, pensions, and protection and ensures that the Paraplanning team provides the support our Financial Advisers require.

Steve Tutton

Senior Client Associate

Steve works alongside of Siân in leading our paraplanning team and oversees the support services that our Financial Advisers require.

He has an extensive history in paraplanning services including working for some of the largest financial institutions in the industry such as Lloyds Bank, Bank of America and Citi Financial and has been in the financial services industry for almost 10 years. Steve is level four Diploma qualified.

John Lloyd

Client Associate

John has considerable experience in the financial services industry, with in depth knowledge of savings and investments; pensions; annuities; protection; mortgages and level four diploma qualified in financial planning.

He has a pragmatic approach to problem solving and a drive to see things through to completion. John supports Steve and the Advisers in giving clients excellent service.

Maria Fennell

Secretary

Maria has over 20 years of administration and secretarial experience bringing a wealth of knowledge and experience to support her colleagues at Aspirations. She is organised and conscientious and will normally be the first person you speak with when making contact with the office.

Paul Farmery

Administrator

Paul has worked in financial services for the last 40 years of which 15 years has been working with local companies implementing their final salary schemes. The remaining years he has been involved with blue chip companies in the pensions sector and more recently working with a specialist financial advice firm. Paul brings a great level of experience and knowledge to the Aspirations team and administers our finance and accountancy side of the business.