Congratulations to Vanessa Townshend who has been shortlisted as a finalist in the Personal Finance Society Awards’ Retirement & Later Life Advice Specialist category!
By entering for the Retirement and Later Life Advice Specialist Award, members are committing to a rigorous two-stage judging process designed to enable them to demonstrate the range of knowledge and skills necessary to give clients accurate, clear, effective and highly professional specialist advice in retirement and later life planning. The ultimate winner will have demonstrated superior ability in the provision of Retirement and Later Life Advice.
2016 is the first time that the Personal Finance Society has recognised financial advisers with specialist knowledge and skills, and Vanessa is one of only three finalists to make it to this stage.
Vanessa graduated from Liverpool John Moores University with a degree in International Business Studies with Japanese. In 1998, Vanessa joined a National IFA in Guildford before moving to a London-based Stockbroker. Vanessa progressed through her financial planning exams early on in her career, whilst providing back office support and technical research. In 2005, she relocated to Preston and joined Springfield Financial Services Ltd, where she is now a shareholding Director.
In 2015, Vanessa became a Fellow of the Personal Finance Society, and she has also completed the Foundation Certificate with the Society of Trust and Estate Practitioners’ (STEP), which includes Trusts, Wills and Administration of Estates.
Vanessa enjoys providing holistic advice, incorporating retirement planning, investment management, care fees, later life planning and estate planning. She holds the Society of Later Life Advice (SOLLA) accreditation and is a pension and retirement specialist with expertise in all types of pension rules and regulations, including occupational pension schemes, private pensions, pension transfers and pensions on divorce.
The winners in all categories will be announced at the Gala Awards Dinner at Wembley Stadium on Thursday the 24th of November.
Good luck, Vanessa! All the team at Springfield are very proud of you.