Donna joined Progeny in 2021, and has worked as a Client Services Coordinator since June 2018, providing support to two financial planners and their clients in respect of their ongoing financial planning needs.
She has successfully completed her CF6 Mortgage Advice, R01 Financial Services, Regulation & Ethics and R05 Financial Protection qualifications. Donna is now currently studying R02 Investment principles and risk, with the intention to sit her exam in the next few months. Her intention is to fully complete the level 4 Diploma to further her career as a fully qualified Financial Advisor.
Donna lives in Glasgow with her partner and two children Ava and Alfie. Family time is important to her; she loves going out hill walking, going the cinema and going out for meals.