Business Details
16 Years
experience
Trusted Financial Advisers in Deal | Tailored Solutions for Your Future
Vanessa Harrison Financial Services has been delivering tailored financial advice since 2010, combining over 30 years of industry expertise with a client-focused approach. Founded by Vanessa Harrison, a qualified Financial Adviser with the Chartered Insurance Institute, the company specialises in pensions, mortgages, equity release, and long-term care planning. Our services are designed to meet individual needs through face-to-face consultations, ensuring clients receive honest, transparent advice aligned with their financial goals.We prioritise professionalism and integrity, evidenced by our regulation under the Financial Conduct Authority and membership of the Deal Chamber of Commerce. Client testimonials highlight our ability to simplify complex financial processes, from first-time mortgages to retirement planning, while maintaining a commitment to ongoing support and tax-efficient strategies.
Services
Pensions
Mortgages
Investments
Equity Release
Long Term Care
Protection
Details
- Year established: 2010
Highlights and features
- Over 30 years of experience in financial advisory services
- FCA-regulated with a commitment to ethical standards
- Personalised face-to-face consultations in local communities
- Specialist certifications in equity release and long-term care
- Proven track record in securing competitive mortgage rates
Associations and certifications
- Financial Conduct Authority (FCA)
- Deal Chamber of Commerce
- Chartered Insurance Institute
What people say
Fantastic and uncomplicated advice
Hassle free service
Outstanding quality
Efficient and friendly
Peace of mind
Services
Financial Advice
Our financial advisory service offers tailored guidance on pensions, investments, and retirement planning. We assess individual circumstances to create tax-efficient strategies, ensuring long-term financial security while adhering to FCA regulations. Clients benefit from face-to-face consultations and ongoing portfolio reviews.
Mortgages
We provide whole-of-market mortgage advice, including first-time purchases, remortgaging, and buy-to-let solutions. Our FCA-regulated service secures competitive rates through partnerships with high-street lenders and private banks, with a focus on minimising repossession risks through responsible lending practices.
Equity Release
Specialist equity release advice helps clients access tax-free capital from their homes. We offer lifetime mortgages and home reversion plans tailored to retirement income needs, while explaining implications for inheritance and means-tested benefits.
Long Term Care
Our long-term care specialists advise on funding options for home or residential care, including care annuities and deferred payment schemes. We assess eligibility for NHS or local authority support while considering asset protection strategies.
Investments
We guide clients on investment portfolios aligned with risk tolerance and financial goals. Services include tax-efficient ISAs, regular savings plans, and portfolio reviews to optimise returns while explaining market volatility risks.
People
Vanessa Harrison
Director and Financial Adviser
Vanessa has over 30 years of experience in financial advisory services, specialising in pensions and mortgages. A Chartered Insurance Institute-certified adviser, she founded her company in 2010 to provide personalised, FCA-regulated advice in Kent.
Will Harrison
Administrator
Will manages administrative processes with a focus on efficiency and client communication. Holding advanced degrees in engineering and finance, he applies analytical skills to mortgage processing and client documentation.
Questions
What financial services do you specialise in?
We specialise in pensions, mortgages, equity release, long-term care funding, investment management, and protection planning.
Are you regulated by the Financial Conduct Authority?
Yes, we are an Appointed Representative of Rosemount Financial Solutions, authorised and regulated by the FCA under reference 535515.
Do you offer face-to-face financial consultations?
Yes, we provide in-person meetings at our Walmer office and can arrange home visits for clients in Deal, Dover, and Sandwich areas.
How do you charge for financial advisory services?
Our mortgage advisory service receives commission from lenders. Investment and protection advice may involve agreed fee structures explained upfront.
Can you help with first-time home buyer mortgages?
Yes, we specialise in assisting first-time buyers with competitive mortgage rates and government schemes like Help to Buy.
