Donna has worked in Financial Services for over 17 years. She started her career with Lloyds Bank, progressing steadily to becoming a Financial Adviser in 2012. Donna then decided that she wanted to move into the Independent advice sector, joining Chadwick’s IFA for a time before finally moving into her current role in April 2018.
Donna provides a broad range of advice, to a varied client base, including high net worth clients, directors, professionals and retired clients. Donna takes pride in providing her clients with practical solutions to meet their financial aims and objectives.
As an Independent Financial Adviser, Donna’s emphasis is on maintaining a long-term relationship with her clients by providing them with a source of trusted advice that evolves over the years as their financial needs change.
Donna is married to Matthew and has twins, Jaxx and Isla. She loves spending time with her family and going on many different adventures. In her spare time she likes to socialise with friends or take time out at the gym.