Donnelly Financial Advice

Donnelly Financial Advice Independent Financial Adviser based in Croydon and covering London, Kent, Surrey and the South-East.

We offer unbiased financial planning, retirement planning, saving & investments, estate planning, insurance, mortgage broker and equity release.

Why is gifting back in the spotlight? With Inheritance Tax (IHT) and pension changes approaching, more families are revi...
02/09/2026

Why is gifting back in the spotlight? With Inheritance Tax (IHT) and pension changes approaching, more families are reviewing how they plan to pass on wealth to future generations.

For many, lifetime gifting can be an effective way to reduce the value of an estate for IHT purposes, while helping loved ones when they may need support the most. However, gifting isn't simply about transferring assets. Once a gift has been made, it is usually irreversible, and there can be unintended consequences if circumstances change in the future.

That's why some families are taking time to consider not only how much to give, but also when to give it and whether they are comfortable giving up control of those assets. When it comes to passing on wealth, careful planning today can help provide greater certainty for tomorrow.

Tara-Beth Donnelly has been jet setting off to for a long weekend away with university friends. Of course, they all sa...
27/08/2026

Tara-Beth Donnelly has been jet setting off to for a long weekend away with university friends.

Of course, they all sampled the legendary night life of Ibiza and went clubbing at Ushuaïa Ibiza and saw Calvin Harris, but they also took time to recharge, reconnect and relax while they were there.

Taking a break can sometimes refresh you and make you more focused when you come back to work. That's what Tara tells John anyway.

We hope you have all enjoyed a nice summer break away with family and friends and are ready for the next quarter. This is always a busy time for us at Donnelly Financial Advice and we’re looking forward helping our clients with their needs.

Government policy and economic developments can have implications for financial planning. As new information emerges, it...
20/08/2026

Government policy and economic developments can have implications for financial planning. As new information emerges, it's important to focus on what you can control and review your plans regularly rather than react to speculation.

We'll continue to monitor developments that could affect pensions, taxation, investments and wider financial planning, helping you understand any changes and identify opportunities where appropriate.

Whatever lies ahead, we'll continue to take a strategic, long-term approach and help you navigate changes with confidence.

Tara-Beth Donnelly was introduced to Josephine Lee from Tree Productions through business associates, however what star...
14/08/2026

Tara-Beth Donnelly was introduced to Josephine Lee from Tree Productions through business associates, however what started out as a business connection has now turned into an enduring family friendship.

Bringing the two families together has been beneficial for everyone, John Donnelly and Mark Oryang are now firm friends, and the children absolutely adore each other.

However, the business link was not forgotten when Donnelly Financial Advice wanted to shoot some client testimonial videos. Of course, their first choice was Olive Tree Productions, and we were very pleased with the results.

More recently Tara and Josephine decided they would take a bit of time out for themselves and opted for a evening at By Dirty Crunch in . Well-deserved break ladies. Hope you enjoyed it.

Personalised advice matters. AI tools and influencers don’t know your full position, responsibilities, risk tolerance, ...
07/08/2026

Personalised advice matters.

AI tools and influencers don’t know your full position, responsibilities, risk tolerance, tax situation or long-term aspirations.

Acting on broad guidance without due care can leave people exposed to unsuitable decisions and unnecessary risk.

Get in touch for personalised advice.

Just in case you missed us, we closed the office at Donnelly Financial Advice and took a trip to Lincolnshire. What a lo...
29/07/2026

Just in case you missed us, we closed the office at Donnelly Financial Advice and took a trip to Lincolnshire.

What a lovely place, we stayed in a lodge at Tallington Lakes Leisure Park, a 205-acre leisure park and outdoor activity centre and had a great family holiday.

The weather was spectacular and we even managed to do a few day trips to and .

Anyway, the office is open again and we’re well and truly back to work this week!

Get in touch if you need to start saving for your dream holiday.

To date, pensions have been treated as separate from a person’s ‘estate’ when it comes to inheritance tax (IHT). This ha...
23/07/2026

To date, pensions have been treated as separate from a person’s ‘estate’ when it comes to inheritance tax (IHT). This has meant pension savings were able to be passed on to loved ones without IHT being charged.

However, from 6 April 2027, pensions will move into the scope of IHT and form part of your taxable estate, which includes your house, other property, investments and valuables when you die. This change could impact people who have never previously had to think about IHT planning.

Inheritance tax and pensions are complex, and everyone’s circumstances are unique. An adviser, like Donnelly Financial Advice, can help you understand whether you might be affected and put plans in place, or revisit your existing arrangements. They can help you find the right balance between meeting your retirement needs and passing on your wealth in line with your wishes.

You can get in touch with us here;

📩 [email protected]
📞 020 8138 5960

Or visit our website – https://www.d-ifa.co.uk

We’re Donnelly Financial Advice, an independent financial advice firm, based in . Whether retirement is near, or years...
16/07/2026

We’re Donnelly Financial Advice, an independent financial advice firm, based in .

Whether retirement is near, or years away, we’ll help you make the most of it. But pensions are just the start, we can guide you through the bigger picture to help you enjoy more of what you love.

Don’t just dream of your perfect retirement. Plan it, with Donnelly Financial Advice.

Thank you so much to our client in Surrey for leaving us a five-star VouchedFor review. ‘What were the circumstances th...
07/07/2026

Thank you so much to our client in Surrey for leaving us a five-star VouchedFor review.

‘What were the circumstances that caused you to initially look for an adviser?
I first looked for an adviser because I wanted help to consolidate my pensions and understand what I had.

How has John Donnelly helped you?
John Donnelly has helped me by clearly explaining my pension options and giving advice that I can understand. He has been patient and always available to answer my questions.

Have you seen the outcome you were hoping for?
Yes I have seen the outcome I was hoping for. My pensions are now in one place and I feel more in control and confident about the future.

What could they have done better?
There is nothing they could have done better. I am very satisfied with the service.’

We truly appreciate you taking the time to do that, as it really helps us to build trust and showcase how we can help our clients.

For anyone new out there, here’s a quick reminder of who we are and what we do. We’re Donnelly Financial Advice, an inde...
01/07/2026

For anyone new out there, here’s a quick reminder of who we are and what we do.

We’re Donnelly Financial Advice, an independent financial advice firm and we offer tailored financial plans to help you achieve your goals.

We specialise in:
✔️ Retirement planning
✔️ Income in retirement
✔️ Investments and saving
✔️ Protection for your family
✔️ Estate planning

You can get in touch with us here;

📩 [email protected]
📞 020 8138 5960

Or visit our website – https://www.d-ifa.co.uk

Address

1-4 Kings Parade, Lower Coombe Street, Croydon
London
CR01AA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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