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Donna Buffham

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Donna Buffham

Partner - Chartered Financial Planner, APFS, SOLLA Accredited

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.

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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
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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:

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UK Top Rated Adviser 2024
  • Specialist in equity release 
  • Chartered Financial Planner
  • Working in financial services for over thirty years
  • SOLLA accredited

Donna has been my adviser for many years and has guided me to the point of my retirement and will I hope, continue to do so through retirement.

March 2024

We have built an excellent relationship with Donna over these years. I have always had confidence in her advice and support. This has enabled my wife and I to retire with confidence about our financial situation.

December 2023

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.

View Donna's FCA Profile

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.

More about our accreditations

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.

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