John is our Independent Chartered Financial Adviser. John has a career in financial services dealing with pensions, investments, and insurance. He is a specialist in pension planning, investment planning, trusts, and inheritance tax planning. John has a LLB law degree from the University of Sheffield. Professionally he holds the Chartered Financial Adviser designation through the Chartered Insurance Institute (CII).

Tara is our Technical Manager within Donnelly Financial Advice. Tara has worked in Financial Services for over a decade specialising in investment analysis and discretionary fund management. She has worked with companies, pension schemes, Trusts, Charities, and many private individuals to create bespoke investment solutions.   Tara has a BA (Hons) in Economics and Philosophy from the University of Sheffield. Professionally she holds the Chartered Financial Analyst (CFA) Investment Management Certificate, is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and is currently working towards the Chartered Insurance institute (CII) Diploma in Regulated Financial Planning.

Thank you for visiting!

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

1-4, Kings Parade, Lower Coombe St, Croydon CR0 1AA, United Kingdom
0208 138 5960
Your data is handled in accordance with our Privacy Policy
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.