
About Donna
Donna has worked in financial services for more than 22 years.
She started her career with Lloyds Bank, progressing steadily to become a financial adviser in 2012. Donna then decided that she wanted to move into the independent advice sector, joining Chadwicks IFA for a time before finally moving into her current role in April 2018.
At Astute, Donna provides a broad range of advice to a varied client base, including high net worth clients, directors, professionals, and retired clients. Donna takes pride in providing her clients with practical solutions to meet their financial aims and objectives.
As an independent financial adviser, Donna’s emphasis is on maintaining a long-term relationship with her clients by providing them with a source of trusted advice that evolves over the years as their financial needs change.
What Donna loves the most about her job are the clients themselves – from the initial meeting to the process of helping them achieve their goals, building strong relationships along the way.
The proudest moments of Donna’s career to date include obtaining her diploma and juggling an IFA role for three days with a young family.
Donna is married to Matthew and has twins, Jaxx and Isla. She loves spending time with her family and going on many different adventures. In her spare time, she likes to socialise with friends or take time out at the gym.
Donna is supported by

Sophie Edwards
Client Manager

Nicola Kay
Client Support