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Vanessa Coates LLB Hons, DipPFS, Cert CII (MP)

Financial Planner

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Office:

Gloucester

Vanessa joined Perspective in November 2025 as part of the Prosser Knowles acquisition.

Vanessa previously worked as a solicitor for eight years before deciding upon a change of career. Her day-to-day role involves getting to know clients, determining their financial needs and helping them to fulfil their goals. She particularly enjoys helping clients with retirement and investment planning. 

Vanessa enjoys connecting with a wide range of people, meeting with them regularly, and supporting them in meaningful ways. 

Beyond her passion for her work, she loves spending time with her three children and their dog. In her free time, she enjoys running, reading, and exploring home interior design. 

Check out Vanessa’s VouchedFor profile here.

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What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm