Donna Penny
Operations Manager
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 weekends she enjoys catching up with friends over a nice cup of coffee (and maybe some cake too). She also enjoys watching documentaries, going out for dinner, or curling up on the sofa to watch a film.
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, Hitchin SG5 1RT.
We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.
The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.
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Suite B, Gloverside
23-25 Bury Mead Road
Hitchin
Herts
SG5 1RT
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