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Freedom Later Life 0800 107 6318
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ABOUT US
Donna has spent over 25 years in the Financial Services industry, starting her financial career in a very well known Stockbrokers in London in 1981, having first hand experience in the Dealing & Contracts room.
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After gaining much experience and qualifications, Donna moved to Belgium to look after Expatriates in Belgium, Holland and Germany for a few years, dealing with their Investments and Savings Plans, until she was promoted to Area Manager which took her to Egypt, managing a team of 5 consultants, for a further 6 years.
With her Head Office in Cyprus, it was a natural progression to move to the island, where she looked after mainly older British Expatriates for over 15 years, helping them with their Investments, Savings Plans and UK Pensions (QROPS & SIPPS), and Estate Planning around Capital Gains and U.K. Inheritance Tax issues.
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Being back in the U.K. the last few years and gaining further qualifications, Donna now specialises in equity release plans (lifetime mortgage), and over 98% of her clients are over 60 years old, and up to 96 years old.
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Donna is solution orientated, and can find a solution for 99% of clients looking for a lifetime mortgage.
She has other solutions at her fingertips, such as commercial finance, secured finance or those in need of a bridging loan, and for those looking to update their Will and put in place a Power Of Attorney.
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Donna gains most of her work through existing client referrals.
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Donna Pearson
CII Certs MP & ER
Equity Release Specialist
