Business Details
16 Years
experience
Your Trusted Financial Advisers in Deal
Vanessa Harrison Financial Services has been delivering tailored financial advice for over 30 years, combining deep industry expertise with a client-focused approach. Our director, Vanessa Harrison, began her career as a Retail Investment and Specialist Protection Adviser at Halifax in Deal before establishing her own practice, which now serves clients across Deal, Dover, Sandwich, and surrounding areas. We specialise in pensions, mortgages, investments, equity release, long-term care, and protection planning, ensuring solutions align with individual needs and regulatory standards. As an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd, authorised and regulated by the Financial Conduct Authority, we uphold the highest professional and ethical standards.Our commitment to face-to-face meetings and transparent communication ensures clients receive honest, hassle-free advice tailored to their unique circumstances. With a focus on professionalism and integrity, we help clients navigate complex financial decisions, from retirement planning to mortgage solutions, while prioritising tax efficiency and long-term security. Our membership in the Deal Chamber of Commerce reflects our dedication to local communities, and client testimonials highlight our ability to simplify processes, secure competitive rates, and provide peace of mind through comprehensive protection strategies.
Services
Pensions
Mortgages
Investments
Equity Release
Long Term Care
Protection
Details
- Year established: 2010
Highlights and features
- We offer over 30 years of experience in financial advisory services.
- Our client-focused approach prioritises face-to-face, transparent communication.
- We are FCA-regulated, ensuring compliance with the highest professional standards.
- Our local expertise serves Deal, Dover, Sandwich, and surrounding areas.
- We provide tailored solutions for pensions, mortgages, investments, and protection.
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Insurance Institute
What people say
Fantastic and uncomplicated advice
Hassle free and helpful service
Outstanding quality of advice
Efficient and friendly service
Highly recommend
Services
Pensions
We provide comprehensive pension reviews and retirement planning services, ensuring your investments align with your long-term goals. Our expertise includes assessing tax efficiency, navigating withdrawal rules, and optimising income for clients in Deal, Dover, and Sandwich. With over 30 years of experience, we deliver tailored advice to secure your financial future.
Mortgages
Our whole-of-market mortgage brokerage service offers competitive rates and personalised solutions for first-time buyers, remortgaging, or property investments. We streamline the process, liaising with lenders to ensure swift approvals while prioritising your financial interests. Clients benefit from our local knowledge and commitment to transparent, hassle-free service.
Investments
We help clients grow and protect their wealth through strategic investment planning. Our services include portfolio reviews, risk assessment, and tax-efficient strategies tailored to individual goals. Whether you're seeking income, growth, or both, we guide you through diverse investment options to maximise returns while managing risk.
Equity Release
We offer expert advice on equity release solutions, including lifetime mortgages and home reversion plans, to enhance retirement income. Our approach considers inheritance planning and means-tested benefits, ensuring clients understand the implications while securing financial flexibility tailored to their circumstances.
Protection
Our protection services safeguard clients against unforeseen events through critical illness cover, income protection, and life insurance. We assess individual needs to recommend policies that provide financial security for families, ensuring peace of mind through tailored risk management strategies.
People
Vanessa Harrison
Director and Financial Adviser
Vanessa Harrison, DipPFS Cert SMP Certs CII (MP & ER), has over 30 years of experience in financial advisory services. Starting her career at Halifax in Deal, she now leads her own practice, delivering personalised advice in pensions, mortgages, and protection. Known for her integrity and client-focused approach, she is FCA-regulated and holds advanced certifications in equity release and long-term care.
Will Harrison
Administrator
Will Harrison, BEng MSc, manages administrative processes with precision and efficiency. His background in biomedical engineering and robotics, combined with financial analysis expertise, ensures smooth mortgage and client service operations. He brings technical problem-solving skills and a commitment to excellence in client support.
Questions
What areas do you serve?
We offer services in Deal, Dover, Sandwich, and all surrounding areas.
Are you regulated by the FCA?
Yes, we are an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd, authorised and regulated by the Financial Conduct Authority.
Do you offer face-to-face meetings?
Yes, we prioritise face-to-face meetings to provide personalised advice tailored to your needs.
What financial services do you specialise in?
We specialise in pensions, mortgages, investments, equity release, long-term care, and protection planning.
How do you ensure transparent advice?
We focus on honest communication, clear explanations, and aligning recommendations with your financial goals and circumstances.
Can you help with first-time mortgages?
Yes, we assist first-time buyers in securing competitive rates and navigating the mortgage process seamlessly.
