Vanessa Coates

Vanessa Coates

Prosser Knowles Associates Limited

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8941
Based in Cheltenham
View location
Top Rated 2025
Verified since: May, 2020
4.8 out of 5

31 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 April 2025

    Vanessa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Vanessa has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 June 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Vanessa has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Vanessa has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 April 2025

    Vanessa and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Vanessa has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 June 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Vanessa has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Vanessa has not yet added their fees to their profile

I have been a financial adviser since 2012. Prior to that I practised as a solicitor for eight years, working in regional and national firms. My particular areas of interest are investments, pensions, both pre and post retirement, protection planning and inheritance tax planning. I have a diverse range of clients, from young clients beginning their financial journey to older clients completing theirs. I enjoy working with my clients immensely, helping them to plan their futures and achieve their goals. I am a good listener and I hope that I put people at ease and am able to guide people with sound advice and empathy. My spare time revolves around family and friends. I have three children so they certainly keep me busy.

£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

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Clients' level of financial expertise

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Your home may be repossessed if you do not keep up repayments on a mortgage.