1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. London
  6. breadcrumb-arrow
  7. John Donnelly - FInancial Adviser

John Donnelly - FInancial Adviser

Independent Financial Adviser  Unit 4, Mulgrave Chambers, Sutton, SM2 6LE
check
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
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Mazars Financial Planning Limited
Independent Financial Adviser 0.24 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
 
See profile
Fairstone Group Ltd
Independent Financial Adviser 0.73 mi
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
 
See profile
tba Wealth Management
Independent Financial Adviser 0.99 mi
tba Wealth Management offer a free no obligation initial meeting.
 
See profile
The Private Office
Independent Financial Adviser 1 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile