Donnelly Financial Advice

Donnelly Financial Advice is an Independent Chartered Financial Advice Firm that deals with Companies, Charities and Individuals on all areas of their financial planning.

For Individuals    
-Retirement planning and pensions
-    Long term savings and investments
-    Socially responsible and ethical investments
-    Tax efficient investments
-    Inheritance tax and estate planning
-    Trusts
-    Long term care planning
-    Mortgages and equity release
-    Insurance to protect you and your family in the event of illness and death

For Businesses
-    Tax Planning for Directors and Partners to make the most of earnings
-    commercial property in pensions (SIPPs and SSAS)
-    Corporate Finance brokering for growth and Mortgages within Pensions to purchase property.
-    Shareholder Protection
-    Key Person Cover
-    Relevant Life Policies
For employees
-    Group Pension Set Up and Consulting
-    Group Benefits schemes
-    Financial Guidance for employees as part of benefits package