Donnellsons LLP

At Donnellsons, we pride ourselves on being a specialist Wealth Management Consultancy, delivering expert guidance and solutions to our clients. Our approach is built on a foundation of integrity, professionalism, and a commitment to our clients' long-term success.

Our Ethos

Our goal is to build a lifelong working relationship with each client. To achieve this, we adhere to a simple philosophy: maintaining a clear understanding of and focus on each client's requirements and objectives, retaining complete independence, and employing the highest standards of professionalism in everything we do. This philosophy has enabled us to forge long-standing working relationships with many of our clients, some of which have been in place for over two decades.

Our Services

We offer a range of services designed to help clients achieve their financial objectives. Our process typically involves:

• Conducting a thorough assessment of our client's current circumstances and understanding of their objectives
• Recommending a strategy tailored to their unique needs and goals
• Illustrating how the strategy will help our client achieve their objectives
• Executing the agreed strategy, utilizing our client's existing holdings and establishing new ones where necessary
• Working closely with our clients on an ongoing basis to review and refine the strategy as needed

As independent financial advisors, we have no connection to any financial organisation, ensuring that we only recommend solutions drawn from the market as a whole. This allows us to provide our clients with the best possible solutions tailored to their specific needs.

Our Key People

Our team of experienced professionals is dedicated to providing expert guidance and support to our clients. Meet our key team members:

• Nick Gimson, a qualified and experienced financial services professional, has a particular interest and specialisation in retirement planning matters.
• Stephen Bourne, with over 35 years of experience in the industry, has a particular planning interest in effective lifetime wealth planning.
• Samantha Strevens, a Chartered Financial Planner, provides research and report writing services for our Partners.

Testimonials

Our clients are at the heart of everything we do. We take pride in the trust they place in us and the value we deliver. You can find more about what our clients have to say about us on our Testimonials page.