0330 038 8938
Based in Rayleigh
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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.
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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
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