Vanessa's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 99 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 66 )
Auto Enrolment ( 1 )
Investments and Savings ( 107 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 49 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 38 )
Financial Mentoring ( 11 )
Financial Coaching ( 7 )
( 2 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 27 )
£100k - £200k ( 17 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 11 )
Review
by a verified client in Dumfries and Galloway
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In 2016/2017 I was considering pension options, particularly the pros & cons of remaining in my company scheme or transferring out.
How has Vanessa Townshend helped you?
Talking to Vanessa was a game-changing experience. She spent time getting to know myself and my wife and our financial needs, and took great care in explaining options and her recommendations. My eyes were opened and I am way better educated in money matters thanks to Vanessa. We continue to have annual reviews with Vanessa which are always very helpful, and her interest in and care of us remains first class.
Have you seen the outcome you were hoping for?
Yes, impressive growth and tax-efficient results.
What could they have done better?
I honestly can't suggest anything.
Vanessa:
Thanks for such a warm review. Wow, has it been 10 years already! I look forward to continuing to provide ongoing advice to you both, optimising planning opportunities, even when the goals posts are moved and legislation changes.Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Vanessa Townshend helped you?
Pensions, cashflow forecasts
Have you seen the outcome you were hoping for?
Yes
Vanessa:
Thanks for your review. With retirement age approaching, we'll soon be able to used the pension that we set up and funded as part of the plan.Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed very young
How has Vanessa Townshend helped you?
Over the years Vanessa has advised me on all the issues with money . The explanations have always been understandable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Vanessa:
Thank you for your review. I always enjoy visiting you for our annual review... I look forward to next time.Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning yrs ago
How has Vanessa Townshend helped you?
Advice regarding how to access funds, and which ones, for one off capital projects. Ongoing advice managing investments as legislation changes. She has given me reassurance and confidence in my financial security
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Vanessa:
Thanks for your review. It has been a pleasure getting to know you and your family since retirement of your previous adviser.Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice on long term financial planning
How has Vanessa Townshend helped you?
by giving appropriate advice on long term investments and inheritance tax planing.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I very much doubt it
Vanessa:
As clients of c 20 years, I have enjoyed advising you on putting in place strategies to meet your long term planning requirements. Thanks for your review.