A Partner Practice of St. James's Place Wealth Management

Donna Bowey Financial Consultancy Ltd

Donna Bowey

Dip PFS
I believe that my service is unique, due not only to the personal and confidential service I provide in managing your wealth, but also in helping you to achieve life goals through structured management of your finances.

About

My aim is to become your trusted Partner and provide a long-term relationship with my clients, showing distinct quality, integrity and excellence. I take time to really get to know my clients before offering advice. I provide clients with a bespoke, high level personal service that is rarely seen in today’s financial market place. The level of satisfaction may be judged by the fact that most new clients come to me as a result of a personal recommendation by existing clients.

I can provide individually tailored advice in all areas of financial planning.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
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Testimonials

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I had never invested before, partly due to fears around uncertainty after 2008 & the collapse of the Bank of Scotland. I had met advisers before but didn’t trust them but also aware of losing money by not investing. A good friend recommended Donna Bowey and I haven’t looked back. I can’t speak highl...
Maria Teresa Shrimpton |Senior Practitioner (Nursing), Sheldwich
You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Donna Bowey Financial Consultancy Ltd is registered in England and Wales, Number 11504376. Registered Office: Hereson Family & Community Centre, Lillian Road, Ramsgate, CT11 7DT.