Donna Robertson

Donna Robertson

Rosewood Wealth Management Ltd

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £100,000

0330 038 8939
Based in Chesterfield
View location

Top Rated 2025
Verified since: July, 2019

4.9 out of 5

333 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 25 March 2025

    Donna and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Donna has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 10

    Qualifications Uploaded

    10 qualification certificates available to view

    Donna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Donna has provided information on their typical fees

    Donna has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 65

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Donna

    98% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 65 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 25 March 2025

    Donna and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Donna has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 10

    Qualifications Uploaded

    10 qualification certificates available to view

    Donna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Donna has provided information on their typical fees

    Donna has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 65

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Donna

    98% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 65 first impressions)

With 22 years of committed experience, Donna lives and breathes the Financial Services industry. Donna initially set out as a bank teller at age 18, qualified as a Financial Advisor at 22, and through her attentive and unwaveringly professional approach, worked her way to becoming an Independent Financial Advisor in March 2013. Donna strives to build solid relationships with her clients based on trust and mutual understanding. Specialising in Investments and Pensions, Donna has throughout her career kindled a reputation for honesty and reliability, always going above and beyond to secure her client’s financial futures whilst keeping close contact. Financial planning can be a part of one’s life that is often unnecessarily bogged down with jargon and complicated legal vernacular. One of Donna’s main strengths has always been her ability to communicate this side of the process to clients in a frank and straightforward way, breaking down in her own terms how you can make the most of your money. Donna’s dedication is matched only by her expertise in Financial Services, and her pride in upholding the standards and ethics of the FCA. Always looking to better herself, Donna is now working towards attaining her Chartered status as a Financial Planner. However, self-improvement is not where it stops for Donna, as she and Rosewood strive to create a different kind of wealth management based around close client relationships, personal support and honest, consistent advice. When not working with clients, Donna might be found in the cinema or the gym, and she likes to get away on the weekends with her husband, Ben, daughter, Erin and Cooper the Bloodhound.

Offers available through VouchedFor

Contact Donna through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Donna's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Mortgage value

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Clients' level of financial expertise

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Adviser Disclaimer

Donna Robertson is directly authorised and regulated by the Financial Conduct Authority. FCA number is 841587.