0330 038 8938
Based in Newton-Abbot
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 06 January 2025
11
Recent Client Reviews
Verified reviews: 100%
Independent Financial Adviser
Last checked: 09 September 2024
5
Qualifications Uploaded
5 qualification certificates available to view
Transparent Fees
Fees not yet added
14
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Vanessa
Thank you for looking at my profile. I am committed to providing the highest level of customer service and the best advice to my clients and have been working in the financial services industry for the last 25 years. I work from our offices in Devon Square, Newton Abbot as an Independent financial adviser within Strategic Solutions Financial Services, a Chartered firm of financial planners based on the south coast. Whether your enquiry is on a personal or corporate basis I understand that the major financial decisions you make will have significant and life-changing consequences to your future. It is therefore essential that you seek professional independent financial advice from someone you can trust. The Chartered title assures you of my commitment to the highest standard of customer excellence and professionalism. I firmly believe in the importance of working together and building relationships with my clients to help them fulfil and achieve their financial objectives. Strategic Solutions was awarded 'Investment Adviser firm of the year' by Moneyfacts in 2018, 2017, 2015 and was shortlisted in 2016. An initial meeting is provided without charge, at this meeting I will provide a full written explanation of my costs. I will then take the time to find out about you and your goals. I can prepare and analyse recommendations, assessing the benefits whilst also considering the costs. My final financial planning proposals are well-researched and constructed on the basis of what is suitable for my clients. I have one son and in my spare time I enjoy city breaks and live music events.
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.
£375,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k 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
Mortgage value
Savings
Clients' level of financial expertise
Repeat review
by a verified client in Devon
11 hours ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vanessa Taylor helped you since your last review?
Vanessa has been very helpful over the past few years and achieved good results on my investments.
Repeat review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vanessa Taylor helped you since your last review?
Last review was in January 2024. Always good to get together as portfolio performance is gone into in detail and Vanessa always explains everything clearly.
Review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had money to invest but didn't know how or who to invest with.
How has Vanessa Taylor helped you?
She gave us information and a plan on how to invest out money.
Have you seen the outcome you were hoping for?
Our investments have increased.
What could they have done better?
Nothing we are happy with Venessa's advise.
Repeat review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vanessa Taylor helped you since your last review?
We have a yearly review meeting with Vanessa where she goes over all aspects of our financial situation and advises whether any changes in our investments and portfolio are recommended. Vanessa is always very clear, straightforward and professional- she constantly checks our attitude to risk management in line with our needs and goals. This has definitely helped us understand the concept of the long term picture when investing even now in retirement. Vanessa continues to update and review our financial situation since retirement taking into account changes in the market and economic climate. I believe she has always given us sound advice and highlighting areas where we could change things to meet our short term and long term goals. Vanessa is always approachable and over the years we have been clients of hers demonstrates that she understands our plans and needs for the future. I am very happy with the service we have received over the years with Vanessa considerable knowledge base of the financial world and as stated before I would have no hesitation in recommending her.
Repeat review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Vanessa Taylor helped you since your last review?
Vanessa Taylor helped me organise my retirement pensions so that I had a reasonable income after finishing my working life. She advised me on where to invest my savings to see a good return which are continuing to grow despite world affairs.
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