Vanessa Deen

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

I had money but it was doing anything for me

How has Vanessa Deen helped you?

She group my pension together for me and helped me with investing money for my benefits

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything been done to my liking

Please provide a brief comment about your experience with Vanessa

At last a warm hearted passionate caring totally trustworthy advisor If anything went wrong I’m certain Vanessa would worry on behalf of her clients as if it were here own financial loss And wouldn’t rest until things were put wright I can be confident that my late Mum and Dads life savings are in good hands

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

In 2018, a colleague of mine used Ms. Deen’s services and later asked me to witness a will signing. During that interaction, I was struck by Ms. Deen’s passion for her work and the sound advice she provided. I retained her details, and when the time came—seven years later—for me to get my finances in order, she was the only person I trusted to guide me. Ms. Deen has been an invaluable resource for my family, she is knowledgeable, professional, and has a proactive approach. She takes the time to understand individual circumstances and offers tailored solutions that provide both financial security and peace of mind. Her ability to simplify complex financial matters and offer strategic, forward-thinking advice makes her an outstanding adviser. I highly recommend her services to anyone seeking expert financial and guidance

How has Vanessa Deen helped you?

Ms. Deen has been instrumental in helping my family navigate important financial and Inheritance planning with confidence. She handled time-sensitive matters swiftly and professionally, providing clear, tailored advice that made the process stress-free. Her proactive communication, attention to detail, and quick turnaround reassured us that we were in expert hands. We truly appreciate her dedication and highly recommend her for financial and mortgage advice

Have you seen the outcome you were hoping for?

Absolutely! Ms. Deen delivered exactly what we needed and more with efficiency and expertise. Her proactive approach ensured a smooth process, and we achieved the best possible outcome.

What could they have done better?

Honestly, Ms. Deen exceeded our expectations. Her service was thorough, efficient, and tailored to our needs. We wouldn’t change a thing

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

I needed advice on preparing for my retirement.

How has Vanessa Deen helped you?

Vanessa has been able to move some old pension pots into one better performing fund and also arrange for me to take out a small tax free lump sum. The new fund comes with an app that gives me regular updates.

Have you seen the outcome you were hoping for?

Too early to tell, but so far so good.

What could they have done better?

Nothing I can think of.

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

Inheritance tax, Pension, Investment plans, Trust savings

How has Vanessa Deen helped you?

What truly sets her apart is her attention to detail and personalized approach. Whether it was developing a tailored investment strategy or helping me plan for long-term goals like pension Vanessa consistently exceeded my expectations

Have you seen the outcome you were hoping for?

She was always responsive to my questions and keep me updated on changes or opportunities in the market. I feel much more confident about my financial future thanks to Vanessa’s guidance

What could they have done better?

Keep doing what you are doing because it makes such a positive impact in people's lives