Donna Buffham

Donna Buffham

The Private Office

Minimum savings/pensions: Over £500,000

0330 038 8938
Based in Rayleigh
View location

Top Rated 2025
Verified since: March, 2020

4.8 out of 5

106 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 February 2025

    Donna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Donna's status

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Donna has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 December 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Donna has not yet added their qualifications to their profile

  • 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

  • 62

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Donna

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 62 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 February 2025

    Donna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Donna's status

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Donna has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 December 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Donna has not yet added their qualifications to their profile

  • 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

  • 62

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Donna

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 62 first impressions)

I am a Chartered Financial Planner and have worked in the financial services industry for many years and continue to love what I do as the planning for clients is so varied. I really feel it is vital to work to work in partnership with my clients and their families to develop strategies and financial plans that can evolve as their circumstances change. I have looked after some of my clients for some 20 years and hopefully will continue to do so for many years to come. I have a lot of experience and the specialist qualifications for later life planning and do a lot of this type of planning which involves equity release, long term care solutions, retirement provision and inheritance tax planning.

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

Household income

Mortgage value

Savings

Clients' level of financial expertise

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