View Vanessa's...
Qualifications
Vanessa’s role involves…
Vanessa has worked in financial services for almost 30 years. Her role is varied and no day is the same. She works behind the scenes to support the advice given to clients by the financial planners. Her daily tasks include dealing with client queries, preparing for client meetings, gathering data, report writing and dealing with new business.
What are the three things you love most about your job?
The variety, the team and helping clients.
When Vanessa’s relaxing
Vanessa is a big fan of musical theatre and luckily, her husband is too! She also follows sports such as rugby union, athletics and tennis. She loves to take long walks in the Derbyshire Dales with her Golden Retriever, Indy, and spend time with family and friends.
Vanessa in numbers...
5
countries lived in
8
musicals performed in
14
dog walks a week
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
Production