Welcome to Donnelly
Financial Advice

We deliver high quality and comprehensive financial planning advice to individuals, families, and businesses in plain English.

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How do we work?

Discovery

We start by understanding your financial circumstances and aspirations

1

Research

We then analyse your requirements and investigate the best options for your situation

2

Advice

This advice is then delivered to you in plain English ensuring you understand the strategy we have formulated for you

3

Implementation

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

4

How can we help?

About Donnelly Financial Advice

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.

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What our clients say about us

Roger Dentoni

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

Lindsay Campbell-Peat

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.

Joe Coyne

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.

Alice Oates

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.

Thank you for visiting!

If you’d like to find out more leave us a message!

Unit 4, Mulgrave Chambers, 26-28 Mulgrave Road, Sutton, London, SM2 6LE
0208 138 5960
info@d-ifa.co.uk
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