Vanessa Deen

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.

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

Initially, I required a Financial advisor to deal with my business affairs. Subsequently, I needed such advice for private matters alone when I retired from my business affairs

How has Vanessa Deen helped you?

Vanesa has helped me expertly with all of the matters indicated in the tickboxes above

Have you seen the outcome you were hoping for?

Yes, and on an ongoing long-term basis

What could they have done better?

I have not experienced any such problems

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

Needing more guidnace

How has Vanessa Deen helped you?

Structured my finances and monitors them.

Have you seen the outcome you were hoping for?

It’s early days but I know the performance will improve.

What could they have done better?

Nothing I can think of

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

Planning for the future for myself wife and family

How has Vanessa Deen helped you?

I was recommended to Vansssa by my old school teacher and she has been absolutely brilliant, not only for me by also my wife

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Not at all very pleased with the result and outcome

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

Reaching the age of 55 where I was eligible for pension drawdown / cash in.

How has Vanessa Deen helped you?

By providing clinical and sound advice. This included persuading me to reverse a decision I made and instead opt for something much more sensible. I thought I had furnished myself with sufficient knowledge to make my financial decisions on my own. Vanessa saw the naivety of my thinking and diplomatically and professionally corrected my "direction". I now have genuine confidence in the financial decisions made. I weight off my shoulders. Another quality of Vanessa to mention is that she is empathic and kind hearted.

Have you seen the outcome you were hoping for?

Absolutely.

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

Planning future inheritance & advice on property portfolio

How has Vanessa Deen helped you?

Advised on inheritance planning

Have you seen the outcome you were hoping for?

Yes, we plan to use Vanessa in the future.

What could they have done better?

N/A

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

Needed to ensure children and stepchildren were treated equally in our wills

How has Vanessa Deen helped you?

Satisfied all requirements in drafting new wills.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Exemplary service - cant be beaten

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

I required Wills to be drafted for myself and my wife and to discuss the available options with my pension plans

How has Vanessa Deen helped you?

Wills and pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all

Please provide a brief comment about your experience with Vanessa

She never even contacted me

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

I want to be sure that I'm getting the best value out of my pensions when I retire.

How has Vanessa Deen helped you?

Her knowledge and experience of the market is far wider than mine.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

.

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

Advise on properties, life insurance and will writing.

How has Vanessa Deen helped you?

Advises me on the best options and always keeps me updated.

Have you seen the outcome you were hoping for?

Yes we are in different stages in the above mentioned.

What could they have done better?

I'm happy with the work ethics that Vanessa has so again highly recommended.

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

I not reviewed my retirement plans for many years and Vanessa was super.

How has Vanessa Deen helped you?

Professional Service

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I needed to understand where I stood with my finances and options to prepare for retirement. I had no idea where to start.

How has Vanessa Deen helped you?

She has given me options and flexibility with my money that I did not know was possible.

Have you seen the outcome you were hoping for?

I am more than happy. She sat with me and explained what my pensions meant. Had I not had sat with Vanessa I wouldn't have known that I could retire 5 years early than expected. I am so happy because she superseded my expectations.

What could they have done better?

Nothing. She went over and above my expectations.

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

I had a meeting with Vanessa a number of years ago, through connecting on LinkedIn. we exchanged introductions to each other and I found her extremely professional with my clients, she listens, cares and understands your goals and with her careful planning and attention to detail she really does take away your stress and you know you are in safe hands.

How has Vanessa Deen helped you?

Vanessa moved over some pensions for us, she did a very in-depth risk level with us and also took calls with us well into her personal time as we were struggling for a call between 9-5

Have you seen the outcome you were hoping for?

Yes, and continuing to do so.

What could they have done better?

Nothing.

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

I needed life insurance

How has Vanessa Deen helped you?

She explained everything thoroughly as insurance is a bit of a minefield and some adverts etc can be very misleading. I didn't want a life insurance that would go up and be really expensive in later years.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing she was super patient

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

We wanted to renew our wills as they were outdated.

How has Vanessa Deen helped you?

She gave us lots of advise and spent time with us.

Have you seen the outcome you were hoping for?

Yes

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

It's important now that I'm getting older to prepare for the future.

How has Vanessa Deen helped you?

Yes

Have you seen the outcome you were hoping for?

Vanessa was very informative, giving useful advice

What could they have done better?

Vanessa helped me with all that I needed.

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

The need to have a WILL in place for my children

How has Vanessa Deen helped you?

She has accommodated with time and choice of place to meet . She understood my needs and it was an absolutely pleasure to deal with her, she has a personal touch and makes feel and ease with such a gloom and doom experience as talking about dead and WILL ..

Have you seen the outcome you were hoping for?

Yes, communication was great, and hopefully the paperwork will make the my WILL easy to follow so my children don't have to worry about it ,as everything will be clear for them

What could they have done better?

I dont think she could have done anything to improve as her job was impeccable

Please provide a brief comment about your experience with Vanessa

Very helpful, Vanessa Listened to my up and down history and gave me a feeling of hope I suffer from encephalitis and my memory is poor and my life turned upsid e down but she listened to me and offered support Vanessa will get back to me and hopefully we make some progress

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

As a business owner, I wanted to ensure that I had insurance to cover me should the worst happen.

How has Vanessa Deen helped you?

Vanessa explained in detail the cover that I needed as a business owner. Knowing that my business is now covered should anything happen to me has been a huge comfort.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was happy with the service I received.

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

We needed to set up a trust to look after some inheritance money for my children.

How has Vanessa Deen helped you?

Vanessa was brilliant in providing advice, doing a considerable amount of research, and holding our hands throughout the entire process. Very grateful as we would have been lost without her!

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Vanessa

Clear and precise and knowledgeable with complete understanding explained throughout my dealings.

Please provide a brief comment about your experience with Vanessa

Vanessa is always contactable, very helpful and visited us in our home, she was flexible and on time. She spoke to us in a language we could understand and helped us to understand our finances. I wouldn't hesitate to recommend her.

Please provide a brief comment about your experience with Vanessa

I found that Vanessa very helpful in her advice to sorting out my investment.

This review is a follow-up review from a client who left a review previously.

How has Vanessa Deen helped you since your last review?

Vanessa helped us with our wills and restructuring our finances to reduce inheritance planning.

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

I have been out of work for some time following redundancy and having spent nearly all my savings I was desperate to get all my pensions in one place and try to get some pension based income. However, I found the whole area confusing when attempting to do so - I found it hard to get the information I needed from the pension companies.

How has Vanessa Deen helped you?

Vanessa worked very hard to get all my pensions in one place. Even when one of the pension companies was not being very co-operative Vanessa persisted and managed to get all applicable pensions into one place. She also gave me excellent advice regarding the choice of pension provider and the level of investment risk that would be most suitable for my circumstances. Also when I found I needed more income, Vanessa advised me that rather than draw any more income from my Drawdown pension (which was doing very well as an investment) that instead I make use of another pension I had which was already at its retirement age and was a defined benefits pension which had not been eligible for merging with the other pensions. This has worked out well for me.

Have you seen the outcome you were hoping for?

Yes, Pension investment doing well

What could they have done better?

Nothing. 100% satisfied

This review is a follow-up review from a client who left a review previously.

How has Vanessa Deen helped you since your last review?

Vananessa continues to give me excellent advice in an easy to understand manner

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

General financial assistance

How has Vanessa Deen helped you?

Pension advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Please provide a brief comment about your experience with Vanessa

Vanessa was incredibly friendly and knowledgeable and was extremely thorough in the level of detail she covered. I really appreciated her openness as well as her ability to explain complex financial strategies in a way I could easily digest. She is certainly someone I would recommend and be in touch with again in the future!

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

Will writing

How has Vanessa Deen helped you?

Vanessa provided advise and was very thorough, professional and sensitive as needed in helping us with the will writing

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing. She exceeded our expectations and completed the job in a timely manner.

Please provide a brief comment about your experience with Vanessa

Excellent!! Thanks

Please provide a brief comment about your experience with Vanessa

Vanessa is very clear and understanding, she explained every so easily to me and I thoroughly trusted her knowledge and understanding of my situation. She discussed all the options available to me and we decided together where best to invest my savings. I have had a much higher rate of interest build on this investment that I would have had were I to have left it where it was. I have since enlisted vanessa to look after my pension fund and honestly believe that she has my best interests at heart. I have recommended her to all my friends and they are now also using her services.

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

I was looking for a holistic review of my investments to manage my money and assets better to reduce IHT liability.

How has Vanessa Deen helped you?

She made a number of suggestions that I can see will make a difference in our IHT.

Have you seen the outcome you were hoping for?

It is early days but I can see it will make a difference.

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

Setting up my own business

How has Vanessa Deen helped you?

Financial planning for myself and my family

Have you seen the outcome you were hoping for?

Yes. Vanessa provided really useful advice that will ensure we meet our financial goals

Please provide a brief comment about your experience with Vanessa

Great service!!

Please provide a brief comment about your experience with Vanessa

Vanessa's highly professional approach and provision of clear expert advice tailored to my requirements enabled me to make informed decisions

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

Will writing service

How has Vanessa Deen helped you?

Vanessa is a very professional and knowledgeable advisor. She is very understanding and invests so much time with her clients to fully understand their needs. Vanessa provided a will for my mother and I cannot thank her enough for her compassion, professionalism and her ability to make you feel comfortable and looked after. Knowing we were getting the right advice from a trustworthy advisor made all the difference. I would highly recommend using Vanessa's services should you be seeking an honest, reliable, trustworthy, hard working and professional advisor.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Vanessa

My experience with her has been amazing: she was professional, sharp and very clear in explications. When I had doubts I asked her and with a lot of patience (I'm not a native speaker) she helped me in the understanding.

This review is a follow-up review from a client who left a review previously.

How has Vanessa Deen helped you since your last review?

Great service, as always.

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

I had several pensions I wanted to consolidate and investments I wanted to have an updated financial health check on.

How has Vanessa Deen helped you?

Vanessa was extremely thorough in gathering all the information required and in asking questions to assess my suitability to risk.

Have you seen the outcome you were hoping for?

Absolutely and more as my pensions are now consolidated and growing which they weren’t before.

What could they have done better?

I can honestly say Vanessa was absolutely fantastic throughout. She Kept me informed every step of the way even if that was just to say, we were still awaiting feedback from all my different pension providers. Keep doing what you’re doing.

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

Wanting to consolidate older pensions into a better performing pension that could better support me in the future.

How has Vanessa Deen helped you?

Great advice, listened deeply to my concerns and acted quickly to find me the product best suited to my circumstances.

Have you seen the outcome you were hoping for?

It’s a work in progress at the moment, but looking promising

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

Needed some trustworthy advice

How has Vanessa Deen helped you?

She was brilliant start to finish

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

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

On retirement I needed advice on how best to invest my capital to provide both and income and safeguard for future inheritance on my demise

How has Vanessa Deen helped you?

By doing exactly what I required plus writing my will and setting up power of attorney

Have you seen the outcome you were hoping for?

So far, yes

What could they have done better?

No

This review is a follow-up review from a client who left a review previously.

How has Vanessa Deen helped you since your last review?

Vanessa helped me with a change in life circumstances and updated my policies quickly and efficiently, giving me excellent guidance and going above and beyond with the service.

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

Worried about the finances

How has Vanessa Deen helped you?

Excellent expert advice and support, Vanessa knows her stuff inside out.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all

This review is a follow-up review from a client who left a review previously.

How has Vanessa Deen helped you since your last review?

As well as always being there to help us she keeps in contact to see how we are

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

I have been out of work for a long time whilst training for a new career. My savings were getting low especially with the Covid situation making it hard to find work. I needed to find a way of releasing some money from my pensions. At the time I had 5 different pension pots. I was finding it hard to get timely responses from my pension providers as to whether or not my pensions were of the drawdown type or if they could be combined. The responses I did get were very hard for me to understand

How has Vanessa Deen helped you?

Vanessa worked very hard to get the information from my previous providers about what type of pensions I had and whether any of them could be combined and used as an income drawdown. Vanessa also did extensive research on finding the right pension provider for my needs and explained how and where the money would be invested with very clear explanations of risk, probable growth in the value of the investment and how I could manage the money to suit my needs.

Have you seen the outcome you were hoping for?

Yes. I now have a monthly income from my pension to keep me going until I find my next job.

What could they have done better?

Cannot think of anything. All issues relating to delays in getting a solution were due to late responses from some my previous pension providers, itself largely due to the covid situation affecting staffing levels.

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

I wanted to have a better use for my savings

How has Vanessa Deen helped you?

She got in touch and explained the whole process, the portofolio, arranged all the meetings and once everything got set up she kept in touch offering market insights.

Have you seen the outcome you were hoping for?

I only started working with Vanessa but the experience so far is great.

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

I was looking for a financial adviser to give me advice and help me to start a pension.

How has Vanessa Deen helped you?

Venessa spoke to me over zoom for a couple of hours teaching me about pensions and the would be the benefits of opening one. There was alot of information to take in but she made it a lot more enjoyable and made me feel at ease taking in all the new information. Venessa then went away and came back to me a couple of weeks later with what pension plans would be the best for me which i was really impressed with as she put a lot of effort was put into this. I went ahead with the pension last year and have already seen a good amount of growth in a short time.

Have you seen the outcome you were hoping for?

Yes i have and its been less then a year. Something i wasn't expecting to see too much of within the first year.

What could they have done better?

I couldn't of asked for anymore from Venessa being my first financial advisor. Very friendly and approachable and she is very passionate about her work which is great to see and have someone like her on your team.

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

Getting a Will put in place.

How has Vanessa Deen helped you?

I had been putting the whole process off for far too long but Vanessa made it very straightforward in being extremely professional but efficient and kindhearted Something needed when discussing such personal matters.

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

I don’t think anything could have been done any better.

Please provide a brief comment about your experience with Vanessa

Vanessa has been fantastic, I was a complete newbie to investing and was quite cautious when it came to making the jump with my money however from the start Vanessa was brilliant. She’s friendly, calm and patient and tailored her services specifically for me and walked me through everything in a very clear way. This made me feel really comfortable and we built trust very quickly. I look forward to working with Vanessa for the long-term! Really enjoyable experience.

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

needed insurance cover for myself and my wife. life and income protection etc....

How has Vanessa Deen helped you?

Vanessa helped by finding the best policy for us. insuring we had the right level of financial protection on life policy , sickness and salary protection

Have you seen the outcome you were hoping for?

Yes we have in fact the outcome has been over and above what we were hoping for

What could they have done better?

Honestly, nothing Vanessa has covered everything we asked her to.

Please provide a brief comment about your experience with Vanessa

I spoke to her once, but my pension pot was too small.

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

A friend was talking about having critical illness insurance to cover their mortgage & I realized that I didn't have any. We discussed that as the sole name on my mortgage how I really need to have this in case I were to get critically I'll, so I contacted Vanessa.

How has Vanessa Deen helped you?

Vanessa talked me through all the options available to me & as I am 57 years old and still have 10 years to go on my mortgage, she helped to identity the best deal for me.

Have you seen the outcome you were hoping for?

Yes, Vanessa was able to secure the insurance just before the Covid-19 caused most insurance companies to stop taking on new clients.

What could they have done better?

Nothing, Vanessa is very personable and really gets to know you so that she can source the best policy for you.

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

Company Private Medical Insurance

How has Vanessa Deen helped you?

Set up the insurance, review competitors and provided sound advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can not fault Vanessa. She is approachable, knowledgeable and helpful. Vanessa goes above and beyond to support our group of companies.

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

I needed to make a will after I got married

How has Vanessa Deen helped you?

She helped write my will and gave advice on the best way to think about the financial aspect of it. She also looked at my finances overall and recommended products that are helpful to my current situation as a self employed person.

Have you seen the outcome you were hoping for?

The will and policies are in place to ensure my future wishes are carried out and in case of life changes that impact on my ability to earn.

What could they have done better?

Vanessa more than fulfilled the reason I contacted her.

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

Life can be short

How has Vanessa Deen helped you?

Gave excellent advice, reassurance and guidance

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing

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

Insurance, income protection and Will service

How has Vanessa Deen helped you?

Vanessa helped us with our Wills and she also helped us when my husband became very sick , she was very hands on helping us with our claim on our income protection policy

Have you seen the outcome you were hoping for?

Yes. Vanessa was a great support and made sure that all the information the insurance company asked for was in place and the claim went through with minimal stress to us.

What could they have done better?

Vanessa was very thorough from the beginning she made sure we had the right cover to meet out needs and also explained everything with great patience when she was drawing up our Wills

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

My elderly father wanted to update his will and following Vanessa’s expertise, patience and understanding decided to review my own will.

How has Vanessa Deen helped you?

With expert advice, knowledge patience, and understanding of our requirements.

Have you seen the outcome you were hoping for?

Yes my father was happy and satisfied with the process of updating his will. I am also relieved to know my children’s future inheritance will be safe.

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

I’ve been worried about the Covid 19 situation

How has Vanessa Deen helped you?

She helped me understand, how I could invest money each month and how much I could afford, so I can save for my children’s future

Have you seen the outcome you were hoping for?

Yes I have, she explained everything so simply for me and I’ve texted her called her so many time and she alway answers all my questions

What could they have done better?

Nothing at all, she was incredible

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

Needed to update my cover and do my will. Excellent service, advice and very accommodating.

How has Vanessa Deen helped you?

Face to face and over phone. Done everything in quick time.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Vanessa

Vanessa was a great help towards my financial situation. She helped with issues I had regarding my rent and gave me guidance and help with insurance advice for me and my children as I’m a single parent and had my best interests in hand always highly recommend her services.

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

I was left in a position where I was off sick from work following a car accident and after 6 months of sick pay was left with no income for a further 18 months until I was made redundant. I got myself into alot of debt and then looked for advice to never be in a situation again.

How has Vanessa Deen helped you?

Vanessa Deen helped me manage my financal situation to get myself out of arrears. We then looked at what insurance would best suit me so I'm covered for the future. She was patient and diligent, she had the same calm approach regardless of the numerous times I asked her to explain it to me. She has now put me in a position where I'm saving for my future.

Have you seen the outcome you were hoping for?

In such a short space of time where I was in debt, she has transformed my finances that I'm in the position to invest in property which is astonishing. My credit has improved drastically and within the next 5 years I'm looking to continue working with Vanessa Deen, this time on my Mortgage.

What could they have done better?

I couldn't say anything could have worked better. I am very thankful for the work Vanessa Deen has put in.

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

As someone who's never saved I wanted some advice as to how best to save/ invest for the future

How has Vanessa Deen helped you?

Vanessa laid out all options very clearly and explained each, taking time and patience answering all my questions, as well as deciphering some of the financial jargon

Have you seen the outcome you were hoping for?

Yes as I am now much clearer as to how I will proceed when the time comes.

What could they have done better?

Considering I knew very little about what savings products are available and the different ways they work for the individual, I feel Vanessa covered all I needed.

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

Vanessa Deen was recommended to me by a friend as i was looking for mention advice and inheritance for myself and my mother.

How has Vanessa Deen helped you?

Vanessa is still helping me, she was able to explain all our options in a very simple way so that both my mother and i understood our options.

Have you seen the outcome you were hoping for?

as above

What could they have done better?

nothing

Please provide a brief comment about your experience with Vanessa

Due to the current climate i have been left wondering about the future and the fact that I have been very unprepared. I gave Vanessa a call to inquire about what options there were around in regard to insurances, saving for the future....I have to stress I did not have the faintest idea! Vanessa went through various options available and her knowledge of this was next to none! Even though i have not gone ahead currently she has left me with lots of information, options and food for thought! I didn't even know about a fraction of what is out there and available to you no matter what your current financial status is! and let me tell you mine is at an all time low! A knowledgeable advisor with an empathetic and personalised approach!

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

I have recently gone through a divorce and through this have obtained an additional pension that needed a secure home.

How has Vanessa Deen helped you?

My knowledge admittedly was limited regarding Pensions and on top of all the additional legal and emotional challenges that went alongside this Vanessa has been a key part of managing my new pension and combining finding a home for my additional pension into one pot. This has alleviated a big stress for me an her communication has been fantastic throughout, especially with me being to anxious.

Have you seen the outcome you were hoping for?

Vanessa has found an ethical company and risk level that was appropriate for me. She has kept me informed through the whole process and given me the reassurance I needed to manage this.

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

Thinking of our future as we get older

How has Vanessa Deen helped you?

Supplied cover for life insurance, did our wills & pension advice

Have you seen the outcome you were hoping for?

Mostly yes but some factors went against me for other things but she tried her hardest to fight cases for me

What could they have done better?

Nothing. She did everything we asked for

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

My wife and I required life insurance and Vanessa was recommended by a family member.

How has Vanessa Deen helped you?

She helped us navigate various insurers to find the right one that met our budget and specific requirements.

Have you seen the outcome you were hoping for?

Absolutely and I believe she spared us a few pounds too!

What could they have done better?

To be honest the whole process was very smooth and friendly too.

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

I came to Deen Financial Services looking for an insurance recommendation. I was concerned that I had a mortgage and wanted to ensure that our home was safe and that my wife and children were provided for in the event of an illness or my death.

How has Vanessa Deen helped you?

Vanessa took the time to come to our house and explain everything clearly to my wife and I. She offered a range of advice and service including help with our insurance and a Will. Vanessa also helped to protect our home from unforeseen circumstances and has protected our children's inheritance.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

I can only speak highly of the service we received and I suggest Deen Financial Services do all they can to keep up this high level.

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

When buying a house I was recommended to speak with Vanessa. Vanessa also helped with various Insurances and Protections, which I was completely clueless about.

How has Vanessa Deen helped you?

She advised brilliantly on the market and what would best for me. I felt looked after and knew I was in superb & safe hands.

Have you seen the outcome you were hoping for?

Vanessa presented me with affordable choices, making each month manageable and stress free.

What could they have done better?

Vanessa was amazing and I highly recommend her services. She was kind, thoughtful, experienced, personable, knows the market inside out and explained things in a very simple and clear way.