Areas of expertise

Retirement Planning
Estate Planning
Long Term Care
Trust Advice
Owner Managed Business Advice
Tax Led Investment Advice
Bespoke Cashflow Analysis

Experience

Donna's experience within the financial advice sector commenced in the 1980's as a trainee under the UK Governments' Youth Training Scheme (YTS). Since this point, Donna has spent many years assisting clients toward a secure and successful financial future as their trusted adviser of choice.

Donna advises on all aspects of financial planning, specialising in Estate Planning, Owner Managed Business advice and Tax Led investment advice.

Donna also works collaboratively with Investment Managers, Solicitors and Accountants to ensure that clients receive the most suitable advice in meeting their requirements.

Notable client work and achievements

Having served as a Financial Planner for many years, Donna perceives her most notable achievement to be the privilege of advising 2nd and 3rd family generations, post successful advice implementation with respect to passing wealth tax efficiently to successive generations.

Professional qualifications and memberships

Member of the Personal Finance Society (PFS)
Certified Financial Planner