Donna Robertson Cert

Independent Financial Advisor Director @Rosewood Wealth Management

With 19 years of committed experience, Donna lives and breathes the Financial Services industry. Donna initially set out as a bank teller at age 18, qualified as a Financial Advisor at 22, and through her attentive and unwaveringly professional approach, worked her way to becoming an Independent Financial Advisor in March 2013. Donna strives to build solid relationships with her clients based on trust and mutual understanding. Specialising in Investments and Pensions, Donna has throughout her career kindled a reputation for honesty and reliability, always going above and beyond to secure her client’s financial futures whilst keeping close contact. Financial planning can be a part of one’s life that is often unnecessarily bogged down with jargon and complicated legal vernacular. One of Donna’s main strengths has always been her ability to communicate this side of the process to clients in a frank and straightforward way, breaking down in her own terms how you can make the most of your money. Donna’s dedication is matched only by her expertise in Financial Services, and her pride in upholding the standards and ethics of the FCA. Always looking to better herself, Donna is now working towards attaining her Chartered status as a Financial Planner. However, self-improvement is not where it stops for Donna, as she and Rosewood strive to create a different kind of wealth management based around close client relationships, personal support and honest, consistent advice. When not working with clients, Donna might be found in the cinema or the gym, and she likes to get away on the weekends in her new VW Camper Van with her husband, Ben, daughter, Erin and most recent addition to the gang, Cooper the Bloodhound.