Business Details
Your Trusted Partner for Independent Wealth Management
At Donnellsons LLP, we specialise in building lifelong partnerships with our clients, driven by a philosophy centred on understanding individual needs, maintaining independence, and upholding the highest professional standards. Our approach focuses on delivering tailored financial solutions without selling proprietary products, ensuring recommendations are drawn from the entire market to suit each client's unique objectives. With over three decades of experience, our team provides comprehensive wealth management services, including detailed assessments of financial circumstances, strategic implementation of investment plans, and ongoing annual reviews to adapt to evolving goals.As an independent advisory firm authorised and regulated by the Financial Conduct Authority, we prioritise transparency, client education, and long-term financial security. Our expertise spans retirement planning, corporate financial strategy, and cross-border wealth management, supported by a commitment to continuous research and compliance with regulatory standards. This dedication has fostered enduring client relationships, many lasting over 20 years, built on trust, meticulous documentation, and responsive communication.
Services
Wealth Management
Financial Planning
Retirement Planning
Investment Strategy
Tax Compliance Services
Highlights and features
- We provide independent financial advice without ties to any product providers
- Our team has over 35 years of combined experience in wealth management
- We maintain lifelong client relationships with regular strategy reviews
- Our recommendations are drawn from the entire market to suit your needs
- We prioritise transparency with meticulous documentation and follow-ups
Associations and certifications
- Financial Conduct Authority
What people say
Superb service
Thoroughly professional
Excellent
Reliable
Meticulous
Services
Wealth Management
Our wealth management service provides comprehensive oversight of your financial assets through personalised strategies. We assess your current holdings, risk tolerance, and long-term objectives to create tailored investment approaches. With ongoing monitoring and annual reviews, we ensure your portfolio remains aligned with your evolving financial goals while maintaining complete independence from product providers.
Financial Planning
We develop holistic financial plans considering your complete circumstances, including cash flow forecasting and risk assessment. Our approach focuses on lifetime planning, helping clients navigate complex financial decisions while maintaining regulatory compliance. Each plan is regularly reviewed to ensure continued alignment with your changing life circumstances and market conditions.
Retirement Planning
Specialising in retirement preparation, we help clients transition smoothly from wealth accumulation to sustainable income generation. Our service includes pension reviews, tax-efficient withdrawal strategies, and lifetime income planning. With expertise in both UK and international retirement frameworks, we ensure your post-retirement financial security through meticulous planning and regular strategy updates.
Investment Strategy
We create customised investment strategies based on thorough market research and individual risk profiles. Our independent approach allows access to the entire market, ensuring optimal portfolio construction. We continuously monitor market developments and adjust strategies as needed while maintaining transparent communication about investment decisions and performance outcomes.
Tax Compliance Services
Our tax services cover personal and corporate compliance requirements for UK residents and international clients. We provide VAT and PAYE processing alongside strategic tax planning while maintaining adherence to regulatory standards. With cross-border expertise, we help clients navigate complex tax frameworks while ensuring complete compliance with all reporting obligations.
People
Stephen Bourne
Financial Planning Specialist
With over 35 years at Donnellsons LLP, Stephen specialises in lifetime wealth planning for high-net-worth individuals. His expertise spans cross-border financial strategies and corporate planning, developed through decades of experience in insurance and financial services sectors.
Nick Gimson
Wealth Management Advisor
Nick brings 30 years of financial services experience, specialising in retirement planning after returning to Donnellsons LLP in 2017. His career includes corporate financial planning roles and extensive private client advisory work, focusing on long-term wealth preservation strategies.
Samantha Strevens
Chartered Financial Planner
As a Chartered Financial Planner since 2015, Sam provides research and report writing services with 18 years' industry experience across financial services, accountancy, and legal sectors. She specialises in supporting the partners with comprehensive client documentation.
Daniel Nash
Tax Compliance Specialist
A qualified Chartered Accountant, Dan provides financial accounting and tax compliance services for UK and international clients. His expertise includes corporate tax strategy, VAT/PAYE processing, and cross-border tax compliance developed through senior roles in accountancy and financial services.
Questions
What services does Donnellsons LLP offer?
We provide wealth management, financial planning, retirement planning, investment strategy development, and tax compliance services for individuals and corporations.
How is Donnellsons LLP different from other financial advisors?
We maintain complete independence with no ties to financial institutions, focusing solely on market-wide solutions tailored to your specific objectives.
How often do you review investment strategies?
We conduct annual reviews of all strategies with additional check-ins as needed to ensure alignment with your evolving financial goals.
Are your services regulated?
Yes, we are an appointed representative of Charterhouse Independent Financial Advisors LLP, authorised and regulated by the Financial Conduct Authority.
Do you work with international clients?
Yes, we have extensive experience providing financial planning services to both UK-based and international clients.
