Donna Buffham

What were the circumstances that caused you to initially look for an adviser?

0nce annual income exceeded expenditure.

How has Donna Buffham helped you?

Explaining what is allowed and planning best saving possibilities to enable good returns and planning how to manage gifts to children and mimimising inheritance tax.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Donna

Donna understood the situation we are in and was able to answer some questions whilst taking the time to think about a more considered response.

Please provide a brief comment about your experience with Donna

The interview with Donna was exceptionally informative and occurred in a very pleasant atmosphere. The information provided was comprehensive and delivered with clarity

Please provide a brief comment about your experience with Donna

I felt Donna cared about her clients and was delighted that her field of expertise was financial advice for the over 50s.

What were the circumstances that caused you to initially look for an adviser?

This is an extension of earlier advice from John Lamb: I was happy to remain with Donna Buffham who understands my financial ignorance.

How has Donna Buffham helped you?

Professional guidances relative to noted ignorance, etc.

Have you seen the outcome you were hoping for?

Yes (Work In Progress...)

What could they have done better?

Nothing relative to my needs.