Karen Donnelly
DipPFS
I recognised that I could provide clients with a better service and the best possible advice by setting up my own business. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
About
Planning for your future prosperity will require an ongoing commitment to building and maintaining long-term, trusted relationships to ensure that you receive advice of the highest standard. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you. I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
News & Insights
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 16/01/2024
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.
