Business Details
16 Years
experience
Trusted Financial Advisers in Deal
Vanessa Harrison Financial Services has been delivering tailored financial advice since 2010, combining over 30 years of industry expertise with a client-focused approach. Our director, Vanessa Harrison, holds advanced qualifications from the Chartered Insurance Institute in Equity Release and Long-Term Care, alongside a Diploma in Financial Planning. As an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd, we operate under FCA regulation (reference 535515), ensuring the highest standards of professionalism and compliance. Our services span pensions, mortgages, investments, equity release, and protection planning, with a particular emphasis on face-to-face consultations in Deal, Dover, and Sandwich.Proud members of the Deal Chamber of Commerce, we prioritise transparency, integrity, and long-term client relationships. Our technical expertise is matched by a compassionate approach, particularly supporting clients navigating complex financial decisions during life transitions. With a proven track record of securing competitive mortgage rates and optimising retirement incomes, we combine technical proficiency with genuine care for our clients' financial wellbeing.
Services
Pensions
Mortgages
Equity Release
Long Term Care
Investments
Protection Planning
Retirement Advice
Tax Efficiency Strategies
Inheritance Planning
Mortgage Brokerage
Details
- Year established: 2010
Highlights and features
- 30+ years of local financial advisory experience
- FCA regulated with advanced industry qualifications
- Personalised face-to-face consultations in client homes
- Specialist expertise in retirement income optimisation
- Proven track record securing competitive mortgage rates
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Insurance Institute
What people say
Fantastic uncomplicated advice
Hassle-free service
Outstanding quality
Peace of mind
Highly recommend
Services
Pensions
Comprehensive pension reviews and retirement strategies tailored to individual circumstances. Specialising in optimising income streams while considering tax implications and inheritance planning. Advising on defined contribution schemes and tax-efficient withdrawals.
Mortgages
Whole-of-market mortgage brokerage with access to exclusive rates. Expertise in first-time purchases, remortgaging, and buy-to-let financing. Providing impartial advice on interest rate options and repayment structures.
Equity Release
Specialist guidance on lifetime mortgages and home reversion plans. Helping clients access property equity while considering inheritance impacts and means-tested benefits. Tailored solutions for retirement income enhancement.
Long Term Care
Expert advice on financing residential and home-based care. Exploring care annuities, deferred payment schemes, and state benefit eligibility. Helping families navigate complex funding options while preserving assets.
Investments
Personalised investment strategies considering risk tolerance and financial goals. Advising on tax-efficient portfolios and regular reviews to optimise returns. Helping clients navigate low-interest environments and market fluctuations.
People
Vanessa Harrison
Director and Financial Adviser
Qualified financial adviser with DipPFS and CII certifications in mortgage and equity release planning. 30+ years' experience in Deal, previously with Halifax. Specialises in retirement income strategies and compassionate financial guidance.
Will Harrison
Administrator
BEng and MSc holder in robotics with accounting experience. Manages mortgage documentation and client communications, combining technical precision with financial expertise to streamline client processes.
Questions
What financial services do you specialise in?
We specialise in pensions, mortgages, equity release, long-term care funding, investments, and protection planning, with particular expertise in retirement income optimisation.
Are you regulated by the FCA?
Yes, we're an Appointed Representative of Rosemount Financial Solutions (FCA reference 535515), ensuring compliance with UK financial regulations and consumer protections.
Do you offer home visits?
Yes, we provide face-to-face consultations in client homes across Deal, Dover, and Sandwich, offering convenient and personalised financial advice.
How do you charge for your services?
Our mortgage services receive standard lender commissions with no upfront costs. Investment and protection advice fees are clearly disclosed before commencement.
Can you help with first-time mortgages?
Yes, we specialise in guiding first-time buyers through the mortgage process, accessing exclusive rates and explaining options in plain English without jargon.
What areas do you cover?
We operate in Deal, Dover, Sandwich and surrounding Kent areas, with virtual consultations available for clients beyond our immediate catchment.
