Liverpool
Natalie Donnell
Independent Financial Adviser
Important information
Qualifications
Get to know Natalie
I started my career in financial services in 2011, qualifying as an adviser in 2017. I’m a fully accredited member of the Society of Later Life Advisers (SOLLA), an independent, not-for-profit organisation which recognises those who can demonstrate the highest standard of advice in the later life market.
I’m passionate about helping you to navigate complex financial decisions to make informed choices relating to both retirement and long-term care needs.
Making financial decisions can often be overwhelming, and the decisions made will have a big impact on the lifestyle you can achieve. I love helping clients to understand their current financial position, helping them to visualise what they want that to look like in the future, and then creating a plan to get them from where they are to where they want to be.
Being a financial adviser is a challenging but extremely rewarding profession. The best feeling is when retirement dreams come to fruition through careful planning, or when a family has been through a difficult and emotional time whilst trying to navigate the complex social care market.
On those occasions, as a result of my advice and guidance, they have successfully placed their loved one in a suitable care home and understand how the care is going to be funded, removing the care burden from the family and having confidence that they’re in the best place to meet their care needs.
Outside of work
In my spare time, I enjoy the challenge of cycling and hillwalking charity events. I’ve taken part in a charity cycle from London to Edinburgh and the Three Peaks Challenge. I also enjoy wild swimming, cold-water therapy, touring in my campervan, spending time with my young family, and going to music festivals.
