Independent Financial Adviser
Unit 4, Mulgrave Chambers, Sutton, SM2 6LE
First meeting at adviser's own cost
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.
John is a highly skilled and thorough financial adviser, with extensive knowledge of investment opportunities. His helpful guidance follows his careful preparation and understanding of his clients' circumstances and goals; resulting in clear and relevant portfolios. A very friendly chap to deal with, too!
Ian Johnson, Banstead, Surrey
I have found John to be very professional and knowledgeable and I would highly recommend him.
Stephen & Maebh Marr, Purley, Surrey
We deal with John and find him very professional and considerate of our needs. We receive regular contact and independent advice tailored to our requests and would not hesitate to recommend him and the company.
Stephen and Suzanne Marshall, Walton on the Hill, Surrey
Our finances were a mess. We had put small amounts of money into so many different places over the years we had no idea what was where. John sorted everything out, found us the best place to put our funds and in one, fell swoop sorted our retirement for us. Can not recommend him and his team (Leonie take a bow) highly enough.
Colin and Jacqueline Higgins, Stoneleigh, Surrey
Our Advisor John has been very helpful with what to do with my Wife’s pension. We have made a profit in the first year, through Stocks and Shares, which is pleasing. Very nice chap and very knowledgable.
Can definitely trust this company.
Nigel Gabb, Banstead, Surrey
I can highly recommend John Donnelly. He has been highly professional and given us excellent advice on our Pension. John will be looking after all our financial needs from now on and I am highly confident they are in excellent hands.
Charles Taylor, Bath
I met with John to discuss my current financial position and future plans. We talked through the options regarding up-sizing from a flat to a house, life insurance with income protection and pension planning. This was the first time I've seen a financial planner so didn't know what to expect but John was very knowledgeable and easy to talk to.
Robert Stockwell, Morden, London
From the moment I sat with John to discuss my financial plans I was completely reassured
due to his professional manner and clear subject expertise. He was patient and explained
everything clearly, and there was never any pressure to take a certain product or course of
action. I have recommended him to my friends who have also been very impressed with his
manner and skill.
Alice Oates, Streatham Hill, London
John provided me with excellent guidance regarding my pensions and some inheritance
money I received. He also put me in touch with someone to advise me on personal tax.
John is very friendly and personable, and everything was explained in detail but also in a
way that I could understand. I trust his decisions and his team is efficient. Highly
Lindsay Campbell-Peat, Bermondsey, London
John has provided great financial advice, and proven to be very effective and competent,
especially with pensions . He is also an effective listener (a rare quality), polite, enthusiastic and trustworthy
Roger Dentoni, Pimlico, London
John provided excellent advice on my father's pension options. His assessment was put together at very short notice but provided a clear and detailed analysis of the options. We were very reassured by the attention
to detail and his ability to summarize what were, to us, very complex financial products. He was friendly and professional and I wouldn't hesitate
to recommend him to others.
Joe Coyne, Richmond, London
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
Where to find us
Head office address: Unit 4, Mulgrave Chambers, 26-28 Mulgrave Road, Sutton, SM2 6LE
I offer an efficient, first-class, professional service whilst retaining the personal touch. My client relationships are built on understanding their needs, goals and aspirations and what really matters to them. Any recommendation is tailored and bespoke.
A small, highly qualified team who advise in areas where we have previously had at least a decade's worth of industry experience - the benefit of relevant ‘coal-face’ experience being impossible to replicate through academic learning alone.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.