Donna Penny

Operations Manager

donna@smithandwardle.co.uk

01462 420544

What do I enjoy most about working at Smith and Wardle? The people!

Professionally

Donna has worked in financial services for the past 16 years, having started out at HSBC and then moving to Liverpool Victoria as a Senior Retirement Solutions Associate. She gained a CII Award in Financial Administration during this time.

As Operations Manager, Donna works closely with the Financial Planners, Client Services Team and Compliance with the day to day running of the business. She loves the variety of each day!

Donna loves the Smith & Wardle culture: putting clients at the heart of everything we do.

Personally

Donna lives in Letchworth with her husband, two children and their dog, Cookie. At the weekends she loves to curl up on the sofa with a good film after watching her son play football.

With two young children she doesn’t have much time to spare, but when she does you can find her at Jazzercise a couple of times a week or catching up with friends over a nice cup of coffee (and maybe some cake too). She also enjoys watching documentaries, eating out, puzzles, and going out walking with the family and the dog.

In the spotlight

On an ideal weekend, you can find me

On the sofa watching a film.

My favourite holiday destination is

Florida- although I would love to visit somewhere like Mauritius one day.

My favourite song to play in the car is

Pour Some Sugar on Me - Def Leppard.

The first album I bought was

These Days- Bon Jovi.

If I could be any fictional character, I would be

Elizabeth Bennett.

If I could turn any activity into an Olympic sport, I would win a medal in

Last minute cleaning for unexpected guests!

When the dessert menu arrives, I’m looking for

Anything with fruit as it makes me feel less guilty!

The three qualities that draw me to new people are

A smile, eye contact and geniality.

My pet peeve is

Rudeness.

The best gift I’ve ever received is

Material? The car my husband bought me. In life? My brilliant kids.

The three people at my dream dinner party would be

Jane Austen, Michael McIntyre and Freddie Mercury.

The three small things that make my day better are

Nice weather, a good meal and a cuddle from my children.

Your colleague describes you in three words as

A bit of a geek. Hardworking, honest but fun.

Louise Szombara
Client Services Assistant

Back To The Team Page

Veronica D’Amico
Client Services Assistant

Meet our clients

We care about helping our clients improve their lives and celebrate their success when they do. Here are some of their stories.

See all stories

“Helena just makes life easier for us. We don’t have to worry about our day to day spending.”

Warren and Pat

“Knowing that I’ve got someone to rely on is so important.”

Lynn

“They really make you feel as though they have your interests at heart. They’re interested in you as a person.”

Nick

“I feel very lucky to have found a trustworthy financial adviser.”

Lynda

“I’m continuing to enjoy my retirement, and I’m confident that I will for many more years to come!”

Maryann

“Jon gives us the confidence to go in the right direction.”

Neil and Penny

“We are now mindful of our plan... It feels good to be in control.”

Doug and Sue

“I no longer have to worry.”

Eileen

“I trust him implicitly. I’ve never had a complaint from a client about him.”

Dan

“We came to realise that without a financial plan, we’d keep on drifting without any concrete dates, timescales, values or milestones.”

Andrew and Ann-Marie

“He’s always in my corner.”

Joy

Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchen SG5 1RT.

We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.

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theteam@smithandwardle.co.uk