She began her career in 1998 on a graduate scheme at an IFA firm in Guildford and has since developed extensive experience across all areas of financial planning.
She is a Fellow of the Personal Finance Society, a Chartered Financial Advisor and a SOLLA accredited Later Life. Vanessa specialises in retirement and later life planning, advising individuals, attorneys and trustees on retirement, investment and inheritance matters. She also holds the STEP Foundation Certificate in trust and trustee investment and was named Personal Finance Society Retirement and Later Life of the Year in 2018/19.
Vanessa provides advice tailored to each client’s goals and preferences, focusing on their lives rather than just their finances. Her approach is relaxed and conversational, building clear, flexible plans over time, and she particularly enjoys the variety and depth that comprehensive financial planning brings.
Check out Vanessa’s VouchedFor profile here.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.