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.
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.
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.
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.
Donna gains most of her work through existing client referrals.
CII Certs MP & ER
Equity Release Specialist