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. 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.
Services
To assess your current circumstances, to understand your objectives, to recommend a strategy and to illustrate how that can meet your objectives. This service often will involve a detailed review of your existing holdings, a review and understanding of your attitude and capacity for investment risk, and cash flow forecasting for the whole of your lifetime.
Nick Gimson is a qualified and experienced financial services professional. Nick left university in 1987 and joined a UK insurance company in the city of London. In 1991 Nick joined Donnellsons where he worked for 17 years. Nick left Donnellsons to join a larger financial services group but left, having become disillusioned with the corporate world.
I have been his client for 15 years; he is meticulous - clarifying everything in writing after our meetings. He is very amiable and very approachable; always on top of everything - following up assiduously on action points. I have been a client for about twenty years and retired for 14/15 years. He has played his part in ensuring the quality of life I have now - and has been an enormous help to my partner with her business.'
Reviews
Be the first to review Donnellsons LLP.
Write a Review
