An Associate Partner Practice of St. James's Place Wealth Management

Donna Bowey Financial Consultancy Ltd

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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 enabling 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.
Donna Bowey

Hereson Family & Community Centre, Lillian Road, Ramsgate, Kent, CT11 7DT

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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.
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 highly enough about the care and attention she dedicated to understanding my situation and to delivering a thoughtful, flexible & exceptional service. Donna has constantly given time to get to know me so is in touch with my needs & aspirations & has helped me plan positively & gain financial confidence. She has prioritised my interests & in a variable market my capital has grown significantly. In particular for me & very importantly I am confident that I am knowing my financial situation is well understood and I am not lost in a large impersonal ‘machine’. I can’t speak highly enough about the exceptional and solid quality service that Donna consistently delivers.
Maria Teresa Shrimpton
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.
Donna is a well informed, professional and conscientious adviser. I have known Donna, in her professional capacity, for a few years and trust her advice and support 100%, she possesses excellent inter-personal skills and responds very quickly to emails and messages.
J M Oliver

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.
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Donna Bowey
Donna Bowey Financial Consultancy Ltd