“Phil went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have his help.”
“I want to simply say that the quality of service is very good indeed, considering how greatly I have benefited financially since starting the trust.”
Trainee Financial Adviser
Donna has been working in financial services for 17+ years at Aviva, where she started in Group Pensions Admin and progressed through various roles, including time spent in the UK and India training staff for the company. She has been in a relationship development role more latterly and has been known to Investing Ethically for several years.
Whilst at Aviva, Donna achieved both the Certificate and Diploma in Financial Services and has a vast knowledge of all financial products and investments. Donna recently achieved the Long Term Care Planning Qualification (QF8) and is studying towards the Advanced Diploma in Financial Planning.
Donna has two young children who take up lots of time outside of work. Donna loves cooking and trying new cuisines and, when the opportunity does arise, her favourite hobby is eating out and heading-out for long walks exploring the coast and countryside.
Favourite Part of the Job?
“I love meeting new people and helping clients to achieve their financial goals. It really matters to me that we are offering ethical solutions and making a meaningful difference to our planet.”
Worst Part of the Job?
“Not having enough hours in the day!”