Liverpool
Natalie Donnell
Independent Financial Adviser
Important information
Qualifications
Get to know Natalie
I started my career in financial services in 2011, qualifying as an adviser in 2017.
I am passionate about helping you to navigate complex financial decisions and make informed choices to reach your retirement goals.
Making financial decisions can often be overwhelming, and the decisions made will have a big impact on the lifestyle that you can achieve. I love helping clients to understand their current financial position, helping them to visualise what they want that to look like in the future, and creating a plan to get them from where they are to where they want to be.
Being a financial adviser is a challenging but extremely rewarding profession. The best feeling is helping my clients to realise their retirement goals through careful planning, advice, and guidance.
Outside of work
In my spare time, I enjoy the challenge of cycling and hillwalking charity events. I’ve taken part in a charity cycle from London to Edinburgh and the Three Peaks Challenge. I also enjoy wild swimming, cold-water therapy, touring in my campervan, spending time with my young family, and going to music festivals.