Siân Davies Cole
Siân is a co-director and co-owner of Plan Works, an outsourced paraplanning firm, which supports Plan 100 in putting together everything we need to provide a great service to our clients. We work closely together, as two heads are better than one when it comes to financial planning!
She’s been working in financial planning firms since 2011, supporting financial planners to ensure clients receive the best possible advice. She’s also spent a lot of time studying, is on the path to achieve certified financial planner status and already holds chartered status with the London School of Banking & Finance.
As well as coping with all the challenges of being a mum, Siân is deeply involved in the financial planning community – she runs a mentoring scheme for paraplanners and a book club for financial planners. She’s obviously not one for a quiet life!