Our Team


Donna Nelson

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 has two young children who take up lots of time outside of work. Donna loves cooking new cuisines and when the opportunity does arise, her favourite hobby is eating out and spending time with family and friends.

Favourite Part of the Job?
“Getting to know new people and meeting clients is my favourite part of the job.”

Worst Part of the Job?
“So far no bad parts, other than waiting for information to come back and waiting for providers to answer the phone!”

Other Team Members