Meet our advisers

Karen Donnelly

Karen Donnelly

Karen Donnelly DipFA

Independent Financial Adviser

About me

I have had a successful career to date and feel extremely proud of the reputation I have built over the past 14 years in the financial services industry. I take the time getting to know my clients current and future personal and financial circumstances, as well as their aspirations. This enables me to provide them with holistic financial planning advice throughout the different stages of their lives. I encourage regular reviews with my clients to ensure their plans continue to meet their needs. The most rewarding part of my job is building long term trusting relationships and witnessing clients reach their financial goals, be that funding their children through university, protecting their loved ones or taking an early retirement.

Location

South West England