Donna has over 20 years of experience in the financial services industry, specialising in technical paraplanning. She is Diploma qualified (DipPFS), reflecting a high level of technical knowledge and a commitment to professional excellence.

In her role as Senior Paraplanner to our director, Tom Burley, Donna focuses on researching tailored solutions and preparing comprehensive recommendations. With over two decades of experience, she brings invaluable insight and technical accuracy to the advice process.

Outside of work, Donna stays active by going to the gym and enjoys spending time outdoors. Most of all, she loves spending quality time with her husband, Lee, and their two children.