Vanessa Deen

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

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

I initially asked for advice from an adviser regarding financial guidance on how to invest the capital from a property sale effectively. I wanted to invest the capital in a low volatility environment, maintain tax efficiency and ensure continuation of an existing trust by employing the appropriate rights under trust law in order to benefit my beneficiaries

How has Vanessa Deen helped you?

Vanessa took care to assess my requirements, provided very professional advice on how to invest the capital to best effect. She then guided me through the complex process of managing trusts and helped establish an investment bond that aligned with the trusts intention. I would not have been able to navigate the process on our own, I hadn't appreciated how complex and intricate it was.

Have you seen the outcome you were hoping for?

Yes. The account has been successfully created,the funds are being invested as explained all completed in a stress free, seamless way.

What could they have done better?

I have no concerns or complaints regarding the process with Vanessa. She was always willing to answer queries

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

I initially sought the help of an adviser to receive financial guidance on how to invest the capital from a recent property sale effectively. My goals were to invest my capital in a low-volatility environment, maintain tax efficiency,

How has Vanessa Deen helped you?

Vanessa Deen has carefully assessed our needs and provided professional advice on how to invest my capital effectively. She guided me comprehensively through the complex process of managing Trusts and helped me establish an investment bond aligned with the Trust’s intentions. I hadn’t realised how intricate this area was, and I couldn’t have navigated it on my own without her expertise.

Have you seen the outcome you were hoping for?

Yes, the account has been successfully created, and the funds are being invested as she explained. She handled the process in a smooth and seamless manner.

What could they have done better?

Vanessa Deen is a professional in her field, I can't think of anything that she could have done better.