Fiona Donaldson Email & Phone Number | IFA/Director with 20yrs in financial services. Experience in providing Independant Financial Advice both over the telephone (First Direct and now) and face-to-face. Managing 6 IFAs at First Direct. Six years self-employed with four years managing our own company which has over 300 clients gained mostly from referrals from clients and professionals. I provide advice to both individuals and small companies within a regulated environment. I have experience in checking compliance and marketing and responsible for ensuring advertising is compliant. Specialties: Advice on Life Protection (Personal and Key Person) Income Protection, Critical Illness Protection, Family Income Benefit, Equity Release, Mortgages and the related administration.

Fiona Donaldson

IFA/Director with 20yrs in financial services. Experience in providing Independant Financial Advice...
Motherwell, Scotland, United Kingdom

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Fiona Donaldson’s Email fiona@1stalliance.co.uk

Fiona Donaldson’s Phone Numbers

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Fiona Donaldson’s Location Motherwell, Scotland, United Kingdom

Fiona Donaldson’s Current Industry 1st Alliance Financial Planning

Fiona Donaldson’s Prior Industry First Direct | Alliance And Leicester

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Owner

2004-01-01 00:00:00 - Present

Ifa Manager

1999-01-01 00:00:00 - 2003-01-01 00:00:00

Financial Planning Manager

1992-01-01 00:00:00 - 1999-01-01 00:00:00

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Fiona Donaldson is a IFA/Director with 20yrs in financial services. Experience in providing Independant Financial Advice both over the telephone (First Direct and now) and face-to-face. Managing 6 IFAs at First Direct. Six years self-employed with four years managing our own company which has over 300 clients gained mostly from referrals from clients and professionals. I provide advice to both individuals and small companies within a regulated environment. I have experience in checking compliance and marketing and responsible for ensuring advertising is compliant. Specialties: Advice on Life Protection (Personal and Key Person) Income Protection, Critical Illness Protection, Family Income Benefit, Equity Release, Mortgages and the related administration.