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Donna Buffham
Donna Buffham
About
Donna is a Partner at The Private Office, working in London and covering areas such as Winchester, Dover and Cambridge. As a highly-qualified Chartered Financial Planner, she works with her clients to assist them with their financial needs, developing strategies to support long-term goals and making sure that plans evolve as circumstances change. She believes that it is vital to work in partnership with her clients and their families to create financial plans that suit their lifestyles. She has looked after some of her clients for over twenty years.
Donna’s experience covers financial planning for later life, long term care, retirement and inheritance tax. She is also one of our leading equity release specialists within the firm and has supported several families in London and the South East to use their property wealth to meet their financial needs.
Donna has developed high levels of technical knowledge and has specialist qualifications for later life planning, including the Accreditation of Training Excellence for Later Life Advisers by the Society of Later Life Advisers (SOLLA).
Due to the valued support she provides to her clients, Donna has been a VouchedFor top rated adviser for the past few consecutive years. She was a finalist for ‘Woman of the Year – Retirement Planning’ three years in a row at the Professional Adviser Women in Financial Advice Awards (2021, 2022 and 2023), which is testament to her expertise and experience.
When she is not assisting her clients with wealth planning, Donna enjoys spending time with her family and going on holidays where they can see animals living in the wild.
Areas Of Expertise
- Later life planning
- Equity release
- Long-term care solutions
- Retirement planning
- Inheritance tax planning
- Succession planning
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Accreditation of Training Excellence for Later Life Advisers by the Society of Later Life Advisers (SOLLA)
- SOLLA Retirement Advice Standard
- The STEP Certificate for Financial Services (Trusts & Estate Planning)
- Certificate in Equity Release
- Certificate in Life & Pensions
- Certificate in Financial Planning & Lifetime Mortgage Activities
- Certificate in Financial Planning & Long Term Care Insurance
- Certificate in Mortgage Advice
- Award in Long Term Care Insurance
- Award in Financial Administration (Pensions)
- Award in Pensions Update
- Financial Planning Certificate
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Donna works from our office in central London and has clients in areas such as:
Donna Buffham locations
Donna Buffham map
- Hassocks
- Whitstable
- Nuneaton
- Marlborough
- Trowbridge
- Dover
- Southampton
- Cambridge
- Southend-on-Sea
- Eastbourne
- Salcombe
- Bristol
At a glance
- Specialist in equity release
- Chartered Financial Planner
- Working in financial services for over thirty years
- SOLLA accredited
Donna has managed my pension savings and investments for a long time, including making recommendations for income once I retired. Recently, I sold a rental property and she has advised me on how best to invest the proceeds to provide future income. She is always approachable, friendly and thorough.
August 2024
Donna has offered a constant source of reliable information and advice. She combines this with an excellent understanding of our family dynamics and their impact on financial organisation and planning, and the ability to explain in language that is clear and accessible.
July 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Donna's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Donna is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Shortlisted for Woman of the Year – Retirement Planning at the Professional Adviser Women in Financial Advice Awards 2024
Finalist for Woman of the Year – Retirement Planning at the Professional Adviser Women in Financial Advice Awards 2021 - 2023
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.