Established in 1989, Alan Donald & Company is an Independent Financial Advice firm directly authorised and regulated by the FCA.
We are a family business based in Hertfordshire and London, as well as working remotely to support clients across the UK. We support clients with all their investment and retirement planning needs.
Most of our clients are building up to and in retirement, and we give advice related to tax planning, estate planning, trusts and life insurance. Where we require more specialist knowledge, or for more complex situations, we have a network of professionals we can call upon.
Alan started his career as a Financial Adviser with Norwich Union (now Aviva) in North London before managing the Life and Pensions Norwich Union office in Aylesbury, Buckinghamshire.
Later, in 1989, Alan established Alan Donald & Company and has moved to become an independent financial adviser working separately from the larger adviser organisations and networks, something he believes offers clients a better service and experience.
Over the years, Alan has helped many clients achieve their financial goals and has seen many different investment and regulatory environments. He continues to be passionate about helping other people retire (even if he never plans to himself!).
Qualifications
• Diploma in Regulated Financial Planning with the Personal Finance Society
• Business founder and owner
Jamie started his career at investment bank, Liberum. As an equity research analyst, he focussed on wealth management, asset management and other financial services. He later become interested in the financial advice industry and decided to join Alan Donald & Company.
Since 2021, Jamie has worked to improve client service levels and investment processes at Alan Donald & Company. As an adviser, he looks forward to helping as many people as possible to improve their financial situations. He particularly likes working with clients to build cash flow models, giving them peace of mind for their future.
Qualifications
• Diploma in Regulated Financial Planning with the Personal Finance Society
• BSc Economics and Mathmatics, Durham University
• MSc Economics and Finance, Durham University
