0330 038 8938
Based in Rayleigh
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: March, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Donna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Donna's statusLast checked: 18 June 2026
Donna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Donna's status
24
Recent Client Reviews
Donna has received 24 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Donna has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.Last checked: 02 June 2026
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
Donna has not yet added their qualifications to their profileQualifications not yet added
Donna has not yet added their qualifications to their profile
Transparent Fees
Donna has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowDonna 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
84
Positive First Impressions
99% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 84 first impressions)99% of users who are not yet clients had a positive first experience with Donna
99% of VouchedFor users have had a positive (4 or 5 star) first experience with Donna (based on 84 first impressions)
About
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.