Vanessa's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 6 )
Pensions ( 37 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 1 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 10 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 15 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 13 )
£100k - £200k ( 11 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Devon
4 months 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
5 months 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
5 months 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
5 months 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
5 months 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.