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Donna Kelly QFA, RPA, SIA, Grad Diploma

Qualified Financial Advisor
Retirement Planning Advisor
Specialist Investment Advisor

Donna obtained her undergraduate degree at Nottingham Trent University and then went on to
complete her Post graduate Diploma in Financial Planning through University College Dublin.
Donna has also successfully completed the Certified Financial Planner examination, which is globally
recognised as representing the highest standards in financial planning.
Donna is also a retirement planning advisor (RPA), specialist investment advisor (SIA) and a qualified
financial advisor (QFA)
Donna obtained a wealth of knowledge during her five and a half years working for Zurich Life in all
areas of the financial planning industry before joining Financial Life at the beginning of 2022.

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Mortgage Protection

Repays mortgage if the insured dies or suffers a terminal illness.

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Life Insurance

Ensures the financial stability of the family if the insured dies.

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Life & Serious Illness cover

The insurance plan gives coverage against specific diseases.

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Income Protection

Ensures a regular income for the insured who is unable to work.

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Whole of Life cover

If you are looking for a life cover plan with a guaranteed payout then a Whole Of Life Cover Plan is just for you.

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