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