Testimonials
“Donna Malone has been our family financial advisor for a number of years now. She has always provided us with clear, concise and impartial advice on all of our financial matters including our pensions, mortgage and investments. Over the years we have built up a strong trust based relationship which for us is key to our future financial security especially in these turbulent times.
I have no hesitation in recommending Donna, her calm and patient nature is a breath of fresh air when it comes to having complex financial matters like pensions explained in such a way that they can be clearly understood. We leave our meetings with Donna feeling confident and assured that our future plans are achievable and real”.
Mrs and Mrs DH
“We first met Donna in 2015 when she organised our first mortgage. Since then we haven’t looked back and we will continue to use Donna for all our financial matters. Donna is friendly, professional and most importantly, she clearly cares about her clients. Thank you Donna for everything you have done for us over the years, we wouldn’t go anywhere else”.
Mr and Mrs S
“Donna Malone has looked after our financial interests for nearly ten years. She came highly recommended and has always provided us with an excellent service.
We value Donna’s advice and during the time we have known her, we have a great understanding and a good working relationship. We appreciate all that she has done for us and would highly recommend her to friends and family”.
Mr and Mrs M
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call
01562 701040, or email admin@donnamalone.co.uk