Preston
Vanessa is a highly experienced Chartered Financial Planner who joined Perspective in October 2025 following an acquisition.
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 Planner 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.
I am married with two teenage children and two cats and I like to spend time pottering at home. To balance the mental stimulation of work, I enjoy any combination of swim, bike, run and gym. I have competed in triathlons of varying distances, from sprints to the full IronMan. I can regularly be seen at my local Parkrun, volunteering and/or running.
Having studied International Business and Japanese at university I can speak, read and write Japanese (although I am a little rusty these days!)
I did a tandem parapente for my 30th birthday and loved it – I intend to book a week’s course to learn to parapente and fly on my own.
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:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
