John is our Independent Chartered Financial Adviser. John has a career in financial services dealing with pensions, investments, and insurance. He is a specialist in pension planning, investment planning, trusts, and inheritance tax planning. John has a LLB law degree from the University of Sheffield. Professionally he holds the Chartered Financial Adviser designation through the Chartered Insurance Institute (CII).
Tara is our Technical Manager within Donnelly Financial Advice. Tara has worked in Financial Services for over a decade specialising in investment analysis and discretionary fund management. She has worked with companies, pension schemes, Trusts, Charities, and many private individuals to create bespoke investment solutions. Tara has a BA (Hons) in Economics and Philosophy from the University of Sheffield. Professionally she holds the Chartered Financial Analyst (CFA) Investment Management Certificate, is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and is currently working towards the Chartered Insurance institute (CII) Diploma in Regulated Financial Planning.
Karen is a Fellow of the Personal Finance Society part of the Chartered Insurance Institute.
She has been an independent financial adviser specialising in pensions and investment
advice for more than 30 years. Karen values building client relationships and
intergenerational financial planning. Karen is now working with Donnelly Financial Advice on
a consultancy basis to continue to provide client focused support.
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