Business Details
Your Trusted Partner for Independent Financial Advice
At Donnellsons LLP, we build lifelong working relationships with our clients through a philosophy centred on understanding individual requirements, maintaining independence, and upholding the highest professional standards. Our approach focuses on delivering tailored financial solutions drawn from the entire market, ensuring our recommendations align precisely with client objectives. With decades of combined experience, our team specialises in comprehensive wealth management, retirement planning, and corporate financial strategy.We prioritise transparency, conducting detailed reviews of existing holdings and crafting strategies through rigorous market research. Our commitment to ongoing annual reviews ensures strategies remain aligned with evolving goals, supported by a client-centric ethos that has sustained relationships for over 35 years. As an FCA-authorised firm, we combine regulatory compliance with personalised service, addressing both individual and corporate financial needs across the UK and internationally.
Services
Wealth Management
Financial Planning
Retirement Planning
Investment Advice
Tax Planning
Highlights and features
- We offer independent financial advice with no product provider ties
- Our client relationships span over three decades of proven expertise
- Personalised strategies drawn from comprehensive market research
- FCA-authorised professionals delivering transparent, ethical guidance
- Specialist focus on retirement planning and intergenerational wealth transfer
Associations and certifications
- Financial Conduct Authority
What people say
Superb service
Thoroughly professional
Meticulous approach
Excellent expertise
Reliable partner
Services
Wealth Management
We develop comprehensive wealth management strategies tailored to individual circumstances. Our approach combines market-wide research with detailed risk assessments to create bespoke investment portfolios. Regular reviews ensure alignment with evolving financial goals, focusing on long-term capital growth and preservation.
Retirement Planning
Specialist retirement planning services address income requirements during career transitions. We analyse existing pension arrangements, recommend tax-efficient withdrawal strategies, and implement sustainable income solutions. Our expertise covers both UK and international retirement frameworks.
Investment Advice
Independent investment advice spans equity selection, fund analysis, and diversified portfolio construction. We evaluate market opportunities without product provider constraints, focusing on risk-adjusted returns that match client profiles. Ongoing monitoring ensures optimal performance tracking.
Tax Planning
Our tax planning services address personal and corporate taxation challenges. We specialise in cross-border tax compliance, capital gains optimisation, and inheritance tax mitigation strategies. Solutions integrate seamlessly with broader wealth management objectives.
Corporate Financial Planning
Tailored corporate financial planning covers employee benefits analysis, executive compensation structures, and business succession planning. We provide independent guidance on pension schemes, share option arrangements, and tax-efficient corporate financing options.
People
Stephen Bourne
Principal
With over 35 years in financial services, Stephen specialises in lifetime wealth planning for high-net-worth individuals. His expertise spans international tax structures and intergenerational wealth transfer strategies.
Nick Gimson
Principal
Nick brings 30 years of experience in retirement planning and investment management. Rejoining Donnellsons LLP in 2017, he focuses on delivering independent advice specialising in pension consolidation and income strategy development.
Daniel Nash
Chartered Accountant
FCA-qualified Daniel provides tax compliance expertise for UK and international clients. His background includes CFO roles in financial services and specialist knowledge of cross-border tax regulations.
Samantha Strevens
Senior Associate
Chartered Financial Planner Sam delivers research and report writing services. With 18 years' industry experience, she specialises in client portfolio analysis and regulatory compliance documentation.
Questions
What makes Donnellsons LLP different from other financial advisors?
We operate as true independent advisors with no product provider ties, focusing solely on recommending solutions from the entire market that best meet client objectives.
How do you approach investment risk management?
We conduct detailed risk assessments covering both capacity and attitude to risk, ensuring investment strategies align with individual client profiles and long-term goals.
What happens if I'm dissatisfied with the service?
We have a formal complaints procedure and clients may refer unresolved issues to the Financial Ombudsman Service for independent review.
Do you work with international clients?
Yes, we provide financial planning services to clients both within the UK and internationally, with expertise in cross-border tax and investment regulations.
How often are financial plans reviewed?
We conduct comprehensive annual reviews of all strategies, with additional check-ins available to address significant market or personal circumstance changes.
