Dawn Lally

Diploma qualified Financial Planning Manager with over 20 years’ experience in the Financial Services Industry, specialising in Personal Injury and Court of Protection.

I manage a team of exceptional Financial Planners, as well as providing Financial Planning advice to my own clients. We help our clients, some of the most vulnerable in society, to achieve their financial goals. Ensuring their objectives and needs are carefully considered and advice is provided in a friendly and professional manner.

I enjoy helping people to achieve their aspirations. Building relationships to help me understand better the position they’re in and how I can support is the most rewarding part of the role.

Away from the office I have two teenagers, who keep me very busy. I really enjoy hiking with friends, walking my little dog, Molly and getting out running as frequently as possible.