Kelly East CeMAP, DipFA
Director, Financial Adviser
Kelly is an experienced financial adviser with over a decade of experience in the financial services industry. She strives to provide a refreshingly different approach to financial planning. Central to this is her belief that long and lasting relationships with clients should always be based on honesty, trust and transparency.
Kelly has a passion for showing clients how they can improve their work life balance, fulfilling their dreams sooner rather than later by implementing bespoke, simple and affordable solutions through holistic financial planning. She is passionate about helping clients understand their financial health, grow their wealth and simplify their affairs, whilst ensuring the financial products they hold are suitable for today, tomorrow and beyond.
Steve Lane DipFA
Director, Financial Adviser
With over 40 years in financial services Steve is the most senior of the bunch! He has Level 4, Diploma for Financial Advisers qualified with the London Institute of Banking and Finance.
A highly experienced financial adviser. Steve started off at HSBC for 11 years, then moved on as a Broker Consultant for Clerical & Medical before joining the largest firm of Financial Advisers in Wales as a senior consultant. Steve Worked there for over 25 years.
Stacey Lane BA (Hons), MA (Hons), DipFA
Stacey joined LUNA Financial Planning as a paraplanner to provide essential technical support to our Wealth and Mortgage advisers. Stacey is a graduate of the University of Nottingham, achieving a joint honours in History and Politics and a Masters degree in History in 2015. Stacey has completed her Level 4 Diploma for Financial Advice in 2018. She hopes to achieve Chartered status with the London Institute of Banking and Finance by 2022.
She enjoys the technical analysis element of her role and values the significance of true holistic financial planning to achieve client goals. Stacey enjoys running having recently completed the Cardiff Half Marathon and plans to beat her personal best at the Cardiff Bay 10k and Newport 10k in the 2020.
Helen Roberts DipFA
Helen has worked within the financial services industry since 2001. She has advised clients from all walks of life over the past decade. Originally from the emerald Isle, she now lives in Caerphilly with her husband and two children.
Helen is passionate that her all of her clients receives the best possible advice and is a specialist in Pensions and Investments.
Jonathan is our mortgage administrator. Jonathan is a veteran of the UK Armed forces and utilises his brilliant attention to detail as LUNA’s Mortgage Administrator.
Jonathan is married to Kelly and they have two children and two dogs. When Jonathan isn’t working you can find him running (yes running!) the steep hills of the Welsh countryside.
John has over 30 years experience as a financial adviser, working with a major bank before going independent 23 years ago. He specialises in wealth management, primarily in pensions and investments, and is always keen to help his clients plan ahead. John will always take time to make what may appear complicated more understandable, so that clients can look ahead with a good plan.
John is married and lives in Warwickshire, he covers the area around Stratford-Upon-Avon and also around Mid-Bedfordshire, where he is originally from.
Jessica (Jess) Is our administrator at Luna Financial. Jess recently joined us and is excited to learn and develop within the finance sector.
She enjoyed her studies in Welsh and English Literature.
Jess has a dog called Jack and two lovely cats, Lilly, and Tom. She enjoys music and spending time with her family and friends in her spare time.