Our Team

Kelly East CeMAP, DipFA

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

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. He created LUNA Financial Planning in order to pass on his extraordinary experience to his paraplanner daughter Stacey, and Step Daughter Kelly.

Stacey Lane BA (Hons), MA (Hons), DipFA

Stacey Lane BA (Hons), MA (Hons), DipFA

Paraplanner

 

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.

Ciaran Reynolds DipFA

Ciaran Reynolds DipFA

Financial Adviser

 

Ciaran joined Luna with the aim of providing a simple, flexible approach to financial planning.  Boasting a wealth of industry experience, Ciaran has spent the last 7 years working on large scale remediation projects for some of the UK’s biggest Pension and Investment companies.

Specialising in reviewing advice and sales, compliance and calculations of lost benefits Ciaran has a strong desire to help people accomplish their financial goals through tailored, cost effective advice. He aims to deliver a 1st class experience of financial planning by building long lasting relationships with each of his clients.

Annabelle Amor CeMAP, CipFA

Annabelle Amor CeMAP, CipFA

Financial & Mortgage Adviser

 

Annabelle is a Mortgage & Financial Adviser who has worked in Financial Services since 2011. Annabelle is able to help you with all of your mortgage needs as well as protection and full financial advice.

She believes that everyone should have a financial plan that is built around the lifestyle you want now to achieve now and in the future. She also believes that financial planning should be made as simple and easy to understand as possible, You won’t catch her using industry jargon or using over complicated paperwork !

Annabelle is from a farming family and loves all things mud & countryside !