0330 038 8942
Based in Hoddesdon
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 16 February 2025
Vanessa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Verified reviews: 100%
Vanessa has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 04 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Vanessa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Vanessa has not yet added their fees to their profile
15
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Vanessa
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Vanessa (based on 15 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 16 February 2025
Vanessa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Verified reviews: 100%
Vanessa has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 04 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Vanessa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Vanessa has not yet added their fees to their profile
15
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Vanessa
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Vanessa (based on 15 first impressions)
“Like many we live a fast paced life which can seem stressful especially when dealing with your own financial matters. Is your pension performing well enough for you to retire at 55? Do you have financial plans for the future but don't know where to start? Do you find financial matters difficult to understand? Do you have savings which are not performing well for you?” It doesn't matter whether you have a little amount or large sums of money, I can help you with all financial matters. Here is a little more about me: Our company has over 73 years of experience. I have been a Protection Adviser since 2012, then furthered my career as a Will Writer, and further qualifying as Chartered Advanced Financial Advice as an Independent Financial Adviser, advising in Pensions Savings and Investments. I work with a team of people who really do care about your needs and objectives by working ethically with you. I am passionate in seeing people succeed especially in building your wealth and preparing for your future. Although being younger than your usual Financial Adviser, I do in fact have many years experience having grown up in a family run business in this field. Financial solutions are not as they were 20 to 30 years ago which I am aware of and am forward thinking in this approach which is to your advantage with my modern day approach. I have been through a fair bit in life and I understand why financial advice is so important to you as I have many years’ experience in this field, and so I truly believe that I can offer you the best solution at all times. I love connecting with people and socialising, hearing success stories. “No question is a silly question; all you need to do is ask” I cover areas below: Insurance - Life, Critical Illness & Income Protection for both personal and business needs. Insurance for the self employed, Key workers cover, Loan Protection, Shareholder Protection, Retirement planning, Family Legacy Planning, Pensions, Savings and Investments, Life, critical illness, income protection cover, Savings strategy, Wills, Trusts and Estate planning, Inheritance planning, Tax efficiency advice, If you don't have time to deal with financial matters on a regular basis, then you may need my help. I offer a holistic range of financial solutions so that those loose ends are tidied. I am able to offer the whole of the market solutions which means that you have the best possible solution and choice. All of my costs as displayed and spoken about openly and honestly so that there is never any confusion to you. If you’re interested, just complete the form below and I will arrange a call back. Thank you for viewing me.
Offers available through VouchedFor
Contact Vanessa through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Vanessa's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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