Specialists in
Lifetime Wealth Management

Specialists in
Lifetime Wealth Management

Specialists in
Lifetime Wealth Management

Specialists in
Lifetime Wealth Management

Specialists in
Lifetime Wealth Management

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Welcome

As the ever changing worlds of finance, investment and tax become increasingly complex, so too does the need for robust planning through professional advice and guidance. Providing that advice and guidance is our business.

Donnellsons is a small specialist Wealth Management Consultancy which is authorised as an independent advisor.

This website is intended to provide you with an introduction to Donnellsons and the planning services we provide. Welcome to our world.

Our Ethos

Unlike many of our peers we do not sell financial products but rather we endeavour to deliver solutions to help clients meet their financial objectives.

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Our Services

Donnellsons is held in the highest regard, not only for the integrity of the advice we provide, but for our absolute commitment to our clients.

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Our Key People

The two principals, Stephen Bourne and Nick Gimson are experienced financial planning professionals, find out more about them here.

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Testimonials

We value and respect the trust that our clients place in us, find out what they are saying about us here.

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The value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate some aspects of corporate financial planning and taxation advice.

Donnellsons (London) LLP is a Limited Liability Partnership | Registered in United Kingdom No. OC377881| Registered Address: 61a Walton Street, Walton on the Hill, Surrey, KT20 7RZ

Donnellsons is a trading style of Donnellsons (London) LLP.

Donnellsons (London) LLP is an appointed representative of Charterhouse Independent Financial Advisors LLP which is authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 589362at https://register.fca.org.uk

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at clients in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123 | www.financial-ombudsman.org.uk

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