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0333 241 9900
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  • Free initial consultation
Flying Colours Validated IFA

Our advisers are recruited and carefully selected by our highly experienced management team.

We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.

Get to know Natalie Donnell

Natalie is a fully qualified, independent financial adviser, holding the diploma in regulated financial planning.

She has over 11 years’ experience in financial services, where she has developed a broad range of skills and knowledge in pensions, investments, protection, tax planning, long term care funding, with an excellent grasp on the various solutions that are available to meet clients’ objectives.

Natalie has a core belief that a fundamental part of her role as a financial adviser, is to understand what is important to each client, what motivates them, what type of lifestyle would they deem as being essential and what their ideal lifestyle would be. It is only then, that you can consider the current financial position, identify any gaps and risks to the desired lifestyle, and create a financial plan that supports the preferred style of living. Every individual is unique, and every financial plan should be tailored to reflect this.

She is a fully accredited member of the Society of Later Life Advisers (SOLLA) who are an independent, not for profit organisation and is the highest standard of advice in the later life market. This means that whilst Natalie and her team provide financial advice in pensions and retirement planning, investments, and protection, she can also offer more in-depth advice on such topics as funding long term care, inheritance tax planning and estate advice.

Successfully attaining membership to SOLLA provides added reassurance that she can provide the practical help and guidance needed to make the right decisions, at the right time and often through a particularly emotional period for both the client and their families.

In her spare time, Natalie enjoys the challenge of cycling and hillwalking charity events, taking part in cycle from London to Edinburgh and the 3-peaks challenge, wild swimming cold-water therapy, touring in her campervan, spending time with her young family and going to music festivals.

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