Qualifications: LLB Hons, DipPFS, Cert CII (MP)

Reviews and Ratings for Financial adviser Vanessa Coates, Gloucester

About Vanessa

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.

Any firm or individual carrying out a regulated financial services activity must be authorised and registered by the FCA. Vanessa’s registration. All financial advisers and planners in the UK are also required to hold a Statement of Professional Standing (SPS). Vanessa’s SPS.

Spotlight questions

What do you enjoy most about your job?

I enjoy getting to know a variety of different people, meeting with them on a regular basis and helping them with their lives.

How do you most like to spend your time outside of work?

I enjoy spending time with my three children and dog. I also enjoy running, reading and home interiors.

Something guaranteed to make your day better…

My children.

The last book / film you recommended to someone…

“Wonder” – it reminds us to be kind and not to judge.

What makes you laugh?

My husband’s bad jokes.

Is there a quote or motto you try to live by?

Be kind.

An achievement you’re really proud of…

My children.

Contact us