Donnellsons LLP

Our Vision

Donnellsons is a small specialist wealth management consultancy dedicated to providing individuals and families with comprehensive advice and guidance throughout their financial lives. We believe in building strong, long-term relationships with our clients through open communication, transparency, and a genuine commitment to your success.

Our Ethos

We are committed to:

• Client-centricity: Understanding your unique needs and goals are of utmost importance.
• Integrity: We prioritize honesty, transparency, and ethical conduct in all our dealings.
• Independence: We act as unbiased advisors, free from any industry affiliations or conflicts of interest.
• Expertise: We leverage our extensive knowledge and experience to offer tailored solutions.

Our Services

We offer a comprehensive range of wealth management services that cater to individuals at various stages of their lives. Our services include:

1. Wealth Planning & Assessment

• Comprehensive review of your current financial situation and goals
• Risk assessment and tolerance analysis
• Cash flow forecasting for your lifetime
• Personalized financial planning and strategy development

2. Investment Management

• Utilization of existing investments and establishment of new portfolios
• Access to a diversified range of investment options
• Ongoing monitoring and review of your portfolio performance

3. Ongoing Advisory & Review

• Annual review and adjustment of your financial plan
• Regular communication and proactive updates
• Responsive guidance on any changes in your financial life

Our Team

Our experienced team of professionals is comprised of:

• Stephen Bourne: Founder and Principal, with over 35 years in wealth management.
• Nick Gimson: Principal and experienced financial planner, specializing in retirement planning.
• Samantha Strevens: Chartered Financial Planner, responsible for research and report writing.

Our Commitment

Donnellsons is committed to providing exceptional client service and exceeding expectations. We value open communication, clear explanations, and building trusted relationships with our clients.