Donna de Bootman

Professionally

Donna is an experienced PA and Events Organiser, with a background in business, education and healthcare sectors.

Donna holds CISI Level 3 in Investment & Securities.

Donna is often the first point of contact for new clients, building client relationships, and then involved in the whole journey from AML, maintaining client files, Quarterly Reviews and communications.

Donna believes that ensuring good communication is key, and helps the team to deliver a first class client experience, but getting to know the clients and their families is what she enjoys the most

Personally

Donna is interested in history, art and travel and is a keen interior designer. She also enjoys golf, gardening, live music, baking and rugby.