Phil Donnelly

Phil Donnelly is an experienced financial professional currently serving as an Independent Financial Planner at Insight Financial Associates since March 2023. Prior to this role, Phil worked as an Independent Financial Advisor at Wren Sterling from September 2022 to March 2023 and as a Financial Consultant at Wesleyan from January 2020 to September 2022. Phil's career also includes a position as an NHS Volunteer Responder with Royal Voluntary Service in 2020 and various roles at Nationwide Building Society from June 2014 to January 2020, including Mortgage Consultant and Personal Banking Manager. Earlier experience includes working as a Banking Consultant at Halifax from March 2013 to June 2014.