Sian Wood

Paraplanner

sian.wood@simpson-woodfs.co.uk

Sian is a Paraplanner at Simpson Wood (Financial Services) Limited dealing with all aspects of the advice process such as carrying out research on different types of investments, preparing financial planning reports and dealing with queries from product providers and clients alike.

She joined the firm in May 2011 after relocating from Cheshire having spent 12 years in financial services she has worked for institutions such as HBOS and Bear Stearns.  Sian completed her Diploma in Financial Planning in 2013 and has since passed the advanced exam in Investment Planning. 

Outside of work, Sian’s time is taken up running around after her twin boys and taking her daughter to dancing classes.  In addition to this, she enjoys keeping fit, shopping for shoes and dining out with her husband and friends.       

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