Donna Nelson

Financial Planner

Donna is a Financial Planner and therefore works with clients to help them to achieve their financial and ethical goals. Donna has the CII Level 4 Diploma in Financial Planning and has also obtained the CII Level 3 Award in Long Term Care Insurance. Donna is working towards Chartered Status – with just another couple of modules to go!

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Who is Donna

Donna has worked in financial services for 20+ years. She’s held a variety of roles within an international insurance company, including training roles and more latterly in relationship management. Donna joined the advisory team at Investing Ethically in 2018.

Outside of work, Donna has two young children, so life is pretty busy! Donna is a keen cook and loves eating out. She likes to keep fit at gym classes and has recently taken up Pilates. Donna’s favourite activity is walking and exploring the North Norfolk coastline. Donna regularly takes part in Norfolk Beach Cleans combining her love of the outdoors while doing something positive.

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Donna’s previous job took her to India for three long working trips, training and engaging staff there in UK operations. This was an unforgettable experience and included a visit to the Taj Mahal at sunrise.

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Donna originally began working in Hospitality and Catering and still has dreams to run a bistro by the seaside! Maybe a retirement plan!

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Donna’s two girls also share a love for nature and walking, as well as eating cake and drinking hot chocolate from the café as a treat afterwards!

What does ethical financial planning mean to you?

It really matters to me that we are offering solutions that help make a meaningful difference to our planet. The word ‘ethical’ means different things to all of us, and we all have our own preferences and passions. I enjoy finding out what motivates clients, as well as the steps they are taking in their own lives to become greener, not only through investment decisions, but other habits that are having a positive impact to the world around us.

What's it like working at Investing Ethically?

Working for a small business allows me to really feel part of the team and I've seen the company steadily grow since joining. I enjoy meeting clients, old and new, and get satisfaction from reassuring people that talking about their finances is really not that scary. It is always more challenging when investment markets create unnecessary concern, though the nature of ethical investments always means we have positive stories to talk about.

Accreditation

Staying aligned with your ethics and values

Working together we will explore ideas and possibilities, making sure we stay aligned with your ethics and values.

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