Vanessa Coates

What were the circumstances that caused you to initially look for an adviser?

Poor returns on original pensions

How has Vanessa Coates helped you?

Provided a guide to a better pension and set up a pension with a reputable company with better returns on our money

Have you seen the outcome you were hoping for?

Returns have been quite good over the period we have been with them

What could they have done better?

Not sure as we are quite happy with her service

What were the circumstances that caused you to initially look for an adviser?

Needed advice and help with pension and assets.

How has Vanessa Coates helped you?

Always very professional, helpful, friendly and good financial advice.

Have you seen the outcome you were hoping for?

Yes, the ongoing health checks have been very helpful.

What could they have done better?

Service has always been exemplary.

What were the circumstances that caused you to initially look for an adviser?

I wanted help in organising my portfolio.

How has Vanessa Coates helped you?

Vanessa helped me with my wish to invest ethically, and organised one of my pensions. Her advise is always helpful.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

We had initially needed help with our Mother's financial planning but as time has gone on Vanessa has been helpful in my own affairs.

How has Vanessa Coates helped you?

Consolidation of Pensions, Pension funding and thinking about Inheritance planning.

Have you seen the outcome you were hoping for?

Yes. I enjoy the chance to hear a different view and bounce ideas of someone who is capable of understanding my thinking.

What could they have done better?

I can't think of anything.

Please provide a brief comment about your experience with Vanessa

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