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Pax Mentis Financial

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Donna Bailey APFS is an experienced Financial Adviser with over 25 years in the financial industry and a Chartered Financial planner.

Donna was delighted to establish her own financial advice business, Pax Mentis Financial, as part of The Advice Partnership from Prudential.

Donna helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. She takes pride in providing investment solutions to meet her clients’ needs, following a rigorous assessment of their individual financial circumstances.

Quite simply, Donna provides sound, personal and expert advice.

In her spare time, Donna has two teenage boys to keep her busy and although claims not to enjoy football has been completely brainwashed by her Liverpool supporting household. This means she could hold down a conversation about how the team are doing and the latest on their manager.

Having worked with a mixture of High Net Worth and Average Wealth clients over her career Donna is a big believer that Financial Advice should be available to all no matter the size of wealth. Afterall money is an emotional subject, and everyone has similar worries over their hard-earned wealth. Her firm name is derived from Latin meaning "peace of mind" this is the purpose of everything she does for her clients and their families.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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Donna Bailey trading as Pax Mentis Financial is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.