Donna R

Donna Graham

Paraplanner
A few of my favourite things…

Favourite Holiday: Greece – the food, sunshine and white-washed buildings are stunning

Favourite Film/Boxset: The Outsiders

Favourite Food: Sunday Roast – can’t beat it!

Favourite things to do in my spare time: I’m very family orientated and love spending time with my nieces. Socialising and dinner out with my friends followed by a night at the cinema is always something I look forward to. And I love cosy nights in with my little cat Lulu.

Donna is a Paraplanner, providing our advisers with vital support in all things related to retirement and specialising in Defined Benefits Schemes. Donna keeps updated with the everchanging environment of and legislation to offer our clients the best quality research, reports and recommendations for their individual circumstances.

Donna joined the team in 2018 as a self-employed member of the team and became an employed member of the team in May 2021. She has an incredible 38 plus years’ experience in the financial services industry, 14 of those within St. James’s Place as Paraplanner.

Donna provides a very professional experience in her complex role. She supports our Financial Advisers with Retirement Planning by finding the right client solutions for their individual requirements and objectives.

She undertakes product research, obtains illustrations, and uses analytical software to review our clients existing arrangements. She then carries out cash flow analysis and pulls this comprehensive research together into a detailed suitability report. She will also help implement recommendations, prepare and maintaining compliant client files and formulate Annual Reviews.

Her previous industry experience, Donna worked for Standard life as a Regional Administration Manager and then as a National Administration Manager with AXA before joining St. James’ Place in 2007.

Contact Us

18-22 Melville Street
Edinburgh
EH3 7NS

Telephone

0131 385 7477

Social

We would love to hear from you to see how we could help.

Please fill out the contact form below and a member of our team will be in touch soon.

PW& Partners Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy or the St. James’s Place Privacy Policy.

Sign up now!

Please select one or both of our Newsletters.

Sent every few months, this newsletter shares relevant information, insights and local experts with you to help support your overall wellbeing - the financial aspect of that being just one element. We also work with small local wellbeing businesses to bring you bespoke client offers on their products/services.

Sent when we have something to share, our Business Edit will contain updates on the industry, helpful insights on the services we offer, important reminders, upcoming events, news about our business and/or team and any other good news we want to shout about!

PW& Partners Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy or the St. James’s Place Privacy Policy.