0177 293 7317
Based in Preston
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2016
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Vanessa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 March 2025
Vanessa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Vanessa has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Vanessa has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
13
Qualifications Uploaded
Vanessa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
Vanessa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Vanessa has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Vanessa has provided information on their typical fees
Vanessa has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Vanessa (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Vanessa
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Vanessa (based on 23 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Vanessa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 March 2025
Vanessa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Vanessa has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Vanessa has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
13
Qualifications Uploaded
Vanessa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
Vanessa has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Vanessa has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Vanessa has provided information on their typical fees
Vanessa has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Vanessa (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Vanessa
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Vanessa (based on 23 first impressions)
I specialise in retirement and later life advice. Having started in financial services in 1998, I have both practical experience and technical qualifications. Specifically, I provide independent, tailored advice to individuals, families, attorneys and trustees in relation to investment, planning a sustainable retirement and retirement income options, estate management and inheritance tax planning, division of assets and pension sharing on divorce, and paying for care fees. After 20 years as part of the management team of Springfield Financial Services, in October 2024, the Managing Director retired and Springfield joined the Perspective Financial Group to become Perspective (Springfield). From our office in Preston, I continue to provide a trusted, tailored advice service to all clients. Over the years, in an effort to ensure that I always provide best advice to my clients, I have taken a plethora of exams, achieved various accreditations and won a number of awards. I am a Fellow of the Personal Finance Society (PFS), a Chartered Financial Planner, hold the Society of Later Life Accreditation (SOLLA). I have advanced qualifications in tax efficient investment strategies (including VCT, Business Relief and EIS) and have extensive understanding of trusts/trustee investment having studied the STEP (Society of Trustee Estate Practitioners) Foundation Certificate and worked with Solicitors and Accountants assisting clients. I live in Preston, with my husband and two teenagers. When I am not providing a taxi service to my children, I am an enthusiastic triathlete, competing at various distances, from sprint to IronMan (although never again!). My availability is generally 9-5 Monday to Friday. Perspective (Springfield) can only advise clients based in the UK and we do not have permissions to provide final salary scheme pension transfer advice.
Offers available through VouchedFor
Contact Vanessa through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Vanessa's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Authorised and regulated by the FCA. I only advise clients based in the UK. I do not have permissions to provide advice to UK expats.