John Donnelly - FInancial Adviser

Independent Financial Adviser  Unit 4, Mulgrave Chambers, Sutton, SM2 6LE
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FCA authorised
Last authorised 16th May 2022
John Donnelly, of Donnelly Financial Advice is a Chartered Financial Planner that has many years’ experience providing practical financial planning advice to people, families and businesses mainly in London, Surrey and the Home Counties.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr John Donnelly
Chartered Financial Adviser
About us

John Donnelly, of Donnelly Financial Advice is a Chartered Financial Planner that has many years’ experience providing practical financial planning advice to people, families and businesses mainly in London, Surrey and the Home Counties but also throughout the UK.

We provide advice across a wide range of areas including retirement planning, estate planning, investments, savings and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

At Donnelly Financial Advice, we pride ourselves on providing a professional friendly service and top quality impartial advice in a clear and concise way so that clients may feel confident in their plans for the future.

Our services

Retirement Planning, Investment Advice, Inheritance Tax Planning, Reducing Income and Capital Gains Tax Bills, Life Insurance, Critical Illness Insurance, Income Protection, Insurance for Directors of Businesses -Key Man Insurance, Shareholder Protection

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Unit 4, Mulgrave Chambers, 26-28 Mulgrave Road, Sutton, SM2 6LE

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