We deliver high quality and comprehensive financial planning advice to individuals, families, and businesses in plain English.
See moreWe start by understanding your financial circumstances and aspirations
We then analyse your requirements and investigate the best options for your situation
This advice is then delivered to you in plain English ensuring you understand the strategy we have formulated for you
If you would like to go ahead with our proposed advice, we then go on to implement this, whilst communicating with you throughout the process
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John Donnelly, of Donnelly Financial Planning is a Chartered Financial Planner that has many years’ experience providing practical financial planning advice to people, families and businesses mainly in London, Surrey and the Home Counties but also throughout the UK.
John has provided great financial advice, and proven to be very effective and competent,
especially with pensions . He is also an effective listener (a rare quality), polite, enthusiastic and trustworthy
John provided me with excellent guidance regarding my pensions and some inheritance
money I received. He also put me in touch with someone to advise me on personal tax.
John is very friendly and personable, and everything was explained in detail but also in a
way that I could understand. I trust his decisions and his team is efficient. Highly
recommended.
John provided excellent advice on my father's pension options. His assessment was put together at very short notice but provided a clear and detailed analysis of the options. We were very reassured by the attention
to detail and his ability to summarize what were, to us, very complex financial products. He was friendly and professional and I wouldn't hesitate
to recommend him to others.
From the moment I sat with John to discuss my financial plans I was completely reassured
due to his professional manner and clear subject expertise. He was patient and explained
everything clearly, and there was never any pressure to take a certain product or course of
action. I have recommended him to my friends who have also been very impressed with his
manner and skill.
If you’d like to find out more leave us a message!
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