Donna Bourne

Donna Bourne

Financial Adviser
Phone:01792 735 453

PROFILE

With over 20 years of experience assisting my husband as a Paraplanner in the Financial Services sector, I also ran my own successful Driving School. Over the years, my part-time role involved extensive client and provider liaison, where I developed a keen eye for detail and a genuine passion for helping people navigate their financial journeys.

 

This naturally led me to pursue a career as a Financial Planner. I recognise that pensions can be overwhelming for many, and I take pride in breaking down complex retirement options into clear, understandable language tailored to each individual’s needs. Clients often appreciate the personalised approach I bring to guiding them through their financial decisions.

Outside of work, I am dedicated to fitness and spend two hours a day at the gym. I’m always happy to take calls from clients, even while I’m working out, as no query is ever too challenging. or inconvenient. When I’m not in the office or at the gym, you’ll likely find me immersed in a DIY project at home, whether it’s painting, decorating, tiling, or gardening.