Donna is an experienced PA and Events Organiser, with a background in business, education and healthcare sectors.
She is currently studying with the CISI on a pathway to Wealth Management. She has previously studied Psychology and Nutrition.
Donna manages Ben Sherwood’s busy diary and is often the first point of contact for new clients. She is then involved in the whole of the client 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
Donna is an obsessive house renovator and keen interior designer. She also enjoys golf, travel, music events and rugby.