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Joseph Donkin

Joseph A. Donkin Financial Management provides bespoke wealth management to private and corporate clients.

About

I deliver professional advice to help people, businesses and trustees plan successful financial futures, built around the things that matter to them most.

With frequent legislation changes, fluctuating inflation and market volatility - the need for financial advice has arguably never been greater. By taking a guided, informed approach, I will help define your goals and put a plan in place to help you achieve them.

Promotions

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Advice and services

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

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Testimonials

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From the decision to review my pensions and to look at the future Joe was a breath of fresh air. He reviewed all of my necessary documents and schemes then provided a range of alternatives all of which I reviewed through his information sharing. He was concise, punctual, informative, and professi...

Ms A Cunningham| CEO, Newcastle Upon Tyne

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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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.

SJP Approved 11/01/2024

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.