Testimonials

Reviews and Ratings for Financial adviser Vanessa Deen, Enfield

Earlier retirement than expected!

I needed to understand where I stood with my finances and options to prepare for retirement. I had no idea where to start and was more than happy with the advice given. Vanessa 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 I am so happy because she superseded my expectations.

Client, Hertfordshire




Wills and pensions advice

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

Client, Hertfordshire




Advice on properties, life insurance and will writing

I'm happy with the work ethics that Vanessa has so again highly recommended. Vanessa advises me on the best options and always keeps me updated.

Leith, Herefordshire




Peace of mind, with a will for my children

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

Her 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.

Client, London





Managing Investments

Income is a priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation in both the short and long term.

Inheritance Tax Mitigation

It's important to make sure you aren't paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.

Pensions and Retirement

I need some good mortgage advice when considering which mortgage is best for me. I would like someone to explain the various interest rate options that are most likely to suit my needs.

Family Protection

I would like to secure my family's financial future and pass on any of my remaining wealth. I need help with protecting my assets whilst still leaving provision for a comfortable retirement.