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Donna Robertson

About Donna.

Donna is a member of the Institute of Financial Services (IFS). Her aim is to build long term relationships with clients and guide them through the complex financial decisions they have to make throughout their lives.

Donna has many years of experience in financial planning and has been advising clients through various stages of their lives from taking out their first mortgage to helping them plan and then start their retirements.

Donna is married to Ben and has one daughter, Erin. She enjoys spending time with her family, going out for meals and going on holiday somewhere warm – the warmer the better.

As with most women Donna also enjoys shopping, not sure how Ben feels about this though!

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“Very friendly, helpful and professional. All matters were dealt with speedily and efficiently. I will certainly return to Donna should I need any further help or advice and I would highly recommend her to others.”

Michael, Derbyshire

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