Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 9 )
Pensions ( 97 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 43 )
Auto Enrolment ( 1 )
Investments and Savings ( 92 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 24 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 27 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 26 )
£100k - £200k ( 17 )
( 1 )
Up to £50k ( 9 )
£50k - 100k ( 12 )
Client reviews
Repeat review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Derbyshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
With the same advice and guidance as before.
Tracey's reply
Thank you very much for the time taken in providing a review; it is a pleasure working with you, and I look forward to doing so in the coming years. Best Wishes, Tracey
Repeat review from verified client
March, 2024
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Every bit of the advice that Tracey has given has been correct. I value her support and experience.
Tracey's reply
Many thanks Steve for your review; I do appreciate the time taken in providing this, and I look forward to working with you in the coming years. Best Wishes, Tracey
Repeat review from verified client
March, 2024
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey has continued to advise us on our investments in a very professional and confident manner. Tracey offers clear explanations to clarify any questions we may have.
Tracey's reply
Hi Helen - thank you for your review and the time taken in providing it; it is very much appreciated. I look forward to working with you and your family in the years to come. Best Wishes, Tracey
Repeat review from verified client
February, 2024
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
I have retired as a result of redundancy and Tracey has helped and guided me through what best to do with my work Pension and how I fund my retirement. I have also sold a property and she has guided me as to what are the best options for the proceeds.
Tracey's reply
Hi Sally, Thank you for your review, and for your time taken in providing it - it is very much appreciated. I look forward to working with you in the years to come. Very Best Wishes, Tracey
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Many years ago it was suggested that St. James Place were the people to talk to about long term financial planing.
How has Tracey Bromley helped you?
Tracey has been very supportive over the years and we are by no means her wealthiest clients but she makes us feel that we are just as important to her.
Have you seen the outcome you were hoping for?
Yes we would say that it certainly has.
What could they have done better?
Nothing that springs to mind.
Tracey's reply
Hi Andrew - thank you very much for your review, and the time taken to write it; I am looking forward to working with yourself and Denise over the coming years. Best Wishes Tracey
Repeat review from verified client
February, 2024
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Yes
Tracey's reply
Hi Julie - thank your for your review, it is very much appreciated; I look forward to working with you in the coming years. Very Best Wishes, Tracey
Repeat review from verified client
February, 2024
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
She has given us a lot of support & advice since the last few years have been difficult with the way the cost of living crisis has occurred.
Tracey's reply
Hi Angela - thank you very much for your feedback and the time taken to provide it; it is very much appreciated. I look forward to working with you in the coming years. Very Best Wishes, Tracey
Repeat review from verified client
February, 2024
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey is always friendly informative and very professional with her annual review. I am always assured that I can contact her at anytime for advice on any subject regarding my finances.
Tracey's reply
Hi Mark - Many thanks for your feedback and the time taken in providing it; I look forward to working with you in the years to come. Very Best Wishes, Tracey
Repeat review from verified client
February, 2024
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Support when we need reassurance and anlways a great help answering questions we have.
Tracey's reply
Hi Helen, thank you for your feedback review and the time taken to complete it; it's very much appreciated. I look forward to working with you in the years to come. Very Best Wishes, Tracey
Repeat review from verified client
January, 2024
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Savings and investments
How has Tracey Bromley helped you?
She has been a great help
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Good Afternoon John - thank you very much for your feedback and the time taken in completing a review; it is appreciated. I look forward to working with you in the years to come. Very best wishes, Tracey.
Repeat review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Norfolk
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey is always available for advice and queries reading my pension and shows a real commitment to meeting my end goals. A pleasure to work with.
Tracey's reply
Good Morning Kevin - thank you for your review and the time taken in providing it, it is very much appreciated. I look forward to working with you in the years to come. Very Best Wishes Tracey
Repeat review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey is in regular contact with and always keeps me up to date with the pension plan I have with SJP. She is always willing to discuss, advise, provide solutions to any pacific needs that I may have. Very professional and knowledgable. Tracey is a very kind and caring lady and takes her time to understand your needs and provide the right solution. Just brilliant.
Tracey's reply
Good Morning Debs - thank you for your review and the time taken to provide it. It is a pleasure working with you and I look forward to doing so in the future. Very Best Wishes, Tracey
Repeat review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey continues to provide excellent advice in what is a difficult market
Tracey's reply
David - thank you your feedback; I look forward to working with you in the future. Very Best Wishes Tracey
Repeat review from verified client
January, 2024
Overall
Value
Service
Advice
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Updates where required
First impression from a user who is not yet a client
January, 2024
Overall
Please provide a brief comment about your experience with Tracey
Very informative with excellent advice.absolutely pleasure to deal with
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
I needed to set up a trust under my mother's will to benefit my disabled brother
How has Tracey Bromley helped you?
trust set up
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Tracey's reply
Thank you Cynthia for having taken the time to provide feedback on the service I provide; it is very much appreciated, and I look forward to working with you in the years to come. Very Best Wishes, Tracey
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in Outside UK
What were the circumstances that caused you to initially look for an adviser?
I'm a long-term Client and have always found Tracey's advice and help very beneficial.
How has Tracey Bromley helped you?
Explaining things very clearly and honestly, to ensure I understand the best outcomes for my Portfolio.
Have you seen the outcome you were hoping for?
I'm very happy with how my Portfolio is progressing.
What could they have done better?
I have found the standards to always be very high and my best interests are continually catered for.
Tracey's reply
Hi Emma - thank you very much for the time taken in providing a review; it really is appreciated, and I look forward to working with you in the years to come. Very best wishes, Tracey
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Investments and pensions
How has Tracey Bromley helped you?
Tracey is fantastic so helpful in explaining everything and helping understand things better always there at the end of the phone to help the one to one help and advice needed.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tracey's reply
Good Afternoon Lisa - thank you for having taken the time and trouble to leave a review; it is very much appreciated, and helps others to make informed choices. I look forward to working with you in the future, very best wishes, Tracey
Repeat review from verified client
September, 2023
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Not spoken since last review until this one
Tracey's reply
Hi Marie, thank you for your feedback and the time taken in providing it - it is very much appreciated. Kind regards, Tracey
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Lack of knowledge and confidence in how to invest my money.
How has Tracey Bromley helped you?
As someone new to investing my savings she has provided good advice on the types of investment solutions that would be appropriate so that I can grow my investment.
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Hi Emer - thank you for your feedback; it really is appreciated. I look forward to working with you in the years to come, and if I may be of assistance to anyone you know of seeking financial advice, please do not hesitate to let me know. Very Best Wishes, Tracey
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I needed advice on what to do with a number of pension pots. Tracey was recommended to me by a friend
How has Tracey Bromley helped you?
Tracey has moved one of my pots to a managed fund according to my choice of risk level. She has given me advice with other aspects of my finance.
Have you seen the outcome you were hoping for?
I have avoided learning about pensions and Tracey has been patient with me, explaining everything as we go along. I hope to see a growth and I feel that Tracey is looking after me.
Tracey's reply
Hi Rachel - thank you very much for taking the time to provide a reference; it really is appreciated, and helps others who may be seeking financial advice. Please let me know if there is anyone you know who would benefit from the service I provide, or indeed please feel free to pass on my name. I look forward to working with you in the coming years. Very Best Wishes, Tracey
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to think seriously about long-term financial planning but didn't know where to start.
How has Tracey Bromley helped you?
She has advised me with how to manage my money and kept me updated and informed about my financial investments.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
n/a
Tracey's reply
Hi Joe - thank you very much for the time you have taken in providing a review; it is appreciated and I look forward to working with you in the future. Very Best Wishes, Tracey
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Tracey came to us highly recommended a few years ago. I arranged an initial chat and I have been delighted with her pragmatic advice and her high service levels ever since!
How has Tracey Bromley helped you?
Tracey's sensible, pragmatic and well rounded advice has helped us to achieve our financial objectives - even in turbulent times!
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
Nothing - Tracey's guidance and advice has always been excellent.
Tracey's reply
Hi Rob - thank you very much for taking the time to provide a review; your feedback is invaluable. I look forward to working with you in the coming years. Best Wishes, Tracey
Repeat review from verified client
July, 2023
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Keeping me informed on how my investments are progressing
Tracey's reply
Hi Richard - thank you for your feedback. If I may be of assistance to any of your family, friends or former colleagues please do not hesitate to let me know, or pass my details to them. Very Best Wishes, Tracey
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Pension and financial planning
How has Tracey Bromley helped you?
Tracey has explained all our options available to us in an easy to understand way . She takes the time to discuss your requirement and has an understanding of what would be of benefit to us .
Have you seen the outcome you were hoping for?
We are happy with our investments despite a very troubled world over the past few years . We always feel Tracey is looking for the best results but individually tailored for us
What could they have done better?
Nothing . Tracey is a pleasure to deal with . Very knowledgeable and professional but talks to you in a comfortable and friendly way . I would not hesitate to recommend Tracey .
Tracey's reply
Hi Angela, Thank you for your reference and the time taken in providing it; it is always a pleasure to see you. Very Best Wishes, Tracey
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Tracey Bromley helped you?
Tracey has always been flexible and helpful in accommodating my needs
Have you seen the outcome you were hoping for?
Yes, certainly
What could they have done better?
Everything was great
Tracey's reply
Hi Ann - thank you very much for providing me with feedback; existing client review help others make informed decisions when considering their financial affairs. If at any time family or friends are seeking financial advice, please do not hesitate to pass my name on to them; or alternatively, with their permission, I would be delighted to contact them. Thank you once again, Tracey
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Retirement investments
How has Tracey Bromley helped you?
Received excellent guidance and advice regarding our financial retirement plans
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Hi Rob - thank you very much for taking the time to provide a review; it's extremely helpful for others seeking an adviser they can trust, and it is very much appreciated. Best wishes to you both - Tracey
First impression from a user who is not yet a client
May, 2023
Overall
Please provide a brief comment about your experience with Tracey
Tracey was a patient, caring and expert with her knowledge and ability to share it with us and our meeting was informal and friendly. We would not hesitate to thoroughly recommend her, and wish her very well. Our 'maybe' answer on the question below is merely because we do not need to take action just now.
Tracey's reply
Hi Gabrielle - thank you very much for the time you have taken to provide me with first impression feedback; it helps other people who are seeking financial advice, and I do appreciate it. If I may be of any further assistance, please just let me know. Very Best Wishes, Tracey
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Needed to look for long term security for my pensions
How has Tracey Bromley helped you?
Constantly advises on new changes in the financial markets and best options
Have you seen the outcome you were hoping for?
Ups and downs of the stock market have affected the value of my Isas
What could they have done better?
Market volatility, Covid, war in Ukraine have made any investment strategy difficult.
Tracey's reply
Hi Chris - Many thanks for your feedback, which is very much appreciated. Very Best Wishes to you and Jill - Tracey
Repeat review from verified client
February, 2023
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey went through our investments and explained all what had been happening in a way we could understand
Tracey's reply
Hi Allison, Thank you very much for the time you took in providing your feedback; it really is appreciated, and helps other people seeking financial advice. I look forward to working with you both in the coming years, and if I may be of any assistance prior to our next diarised meeting, please do not hesitate to contact me. Very Best Wishes, Tracey
Repeat review from verified client
February, 2023
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey went through our options for retirement. She explained in a clear and concise way what had happened over the last few months and what to potentially expect in future.
Tracey's reply
Hi Andrew - Thank you for your feedback; it is very much appreciated, and helps others seeking reliable advice. If you feel I may be of assistance to work colleagues, friends or family who would benefit from my services, I would be happy to contact them with their permission; alternatively, please feel free to provide my contact details. I look forward to working with you both in the future. Very Best Wishes, Tracey
First impression from a user who is not yet a client
February, 2023
Overall
Please provide a brief comment about your experience with Tracey
I found out meeting very informative and she was very professional.
Tracey's reply
Hi Glenn, Thank you for taking the time to provide a first impression review; I very much appreciate it and hope to be of service to you. Very Best Wishes, Tracey
Review from verified client
February, 2023
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Our original pension was not being managed correctly and we needed some advice of where to go next
How has Tracey Bromley helped you?
Tracey helped us understand our pensions better and suggested improvements and offered her advice which was so helpful as pensions are a minefield. She explained in layman's terms and was very positive and supportive, very patient and understanding too
Have you seen the outcome you were hoping for?
Yes mostly although it has been a difficult few years with Covid etc
What could they have done better?
Nothing Tracey always gives 100% and is always there if you need help
Tracey's reply
Hi Jo - thank you for your feedback, which helps other people in locating a suitable Adviser for their needs. If at any stage you feel that I could be of assistance to any of your friends, family or work colleagues who require financial advice , I would be delighted to help; please just let me know. In the meantime, I look forward to working with you over the coming years. Very Best Wishes, Tracey
Review from verified client
January, 2023
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Retired from work and needed advice on a retirement income.
How has Tracey Bromley helped you?
Yes Brilliant advice.
Have you seen the outcome you were hoping for?
Yes. Advice matched my needs perfectly.
What could they have done better?
Nothing. Tracey is very professional and listens to you so that your needs are fully met.
Tracey's reply
Hi Debs - thank you for your feedback; it really is very much appreciated. If at any time I may be of assistance to friends, family or former colleagues who you feel would benefit from the services I provide, please do not hesitate to put my name forward, or indeed ask that I contact the individual with their permission to do so. In the meantime, I look forward to working with you over the coming years. Very Best Wishes, Tracey
Repeat review from verified client
January, 2023
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
I have an annual discussion with Tracey on my pension, and the advice is clear and tailored to my needs
Tracey's reply
Hi David - thank you for the time you have taken in providing a review on my behalf; it is very much appreciated, and I look forward to working with you in the future. Very Best Wishes, Tracey
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Pensions advice
How has Tracey Bromley helped you?
Consolidated pensions where appropriate and set up company scheme
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Hi John - thank you very much for taking the time to leave a review, which is most helpful when people are seeking an unbiased overview of the service I provide. May I take this opportunity to wish you and your family a magical Christmas, and I look forward to working with you in the New Year! Very Best Wishes, Tracey
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Pension.
How has Tracey Bromley helped you?
Review every year of my pension.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Tracey's reply
Hi David - Thank you for taking the time to provide a review; it is very much appreciated. I look forward to working with you in the future, and I wish you and your family all the very best for Christmas and the New Year! Tracey
Repeat review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Northamptonshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey is always available and nothing is too much trouble her. She always keeps me updated on market changes and potential risks. I feel I can trust Tracey to invest in my best interest and respect her solid advice/knowledge and experience.
Tracey's reply
Hi Paul - thank you very much for taking the time to complete a review on my behalf; it is very much appreciated, and I look forward to working with you in the coming years. Very best wishes for Christmas and the New Year, Tracey
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
We had some money to invest.
How has Tracey Bromley helped you?
Tracey gave us trusted advice on investing our money.
Have you seen the outcome you were hoping for?
Not yet really but that is the sign of the times.
What could they have done better?
She has helped and advised as best as she could.
Tracey's reply
Hi Helen - thank you so much for taking the time to provide a review; I really do appreciate it! I look forward to working with you in the coming years, and take this opportunity to wish you and your family a very happy Christmas! Best Wishes, Tracey
Repeat review from verified client
November, 2022
Overall
Advice
Service
Value
Based in South Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
The advice and guidance that Tracey has enabled my pension pot to grow even in these unstable circumstances
Tracey's reply
Hi Steve - thank you for taking the time to leave a review; if you know of anyone you think could benefit from the service I provide in the future, I should be grateful if you would refer me to them. In the meantime, I look forward to working with you in the years to come. Very best wishes to you and your family, Tracey
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I had been given some money and needed someone else to look after it for me
How has Tracey Bromley helped you?
Tracey is always gives very clear and helpful advice on saving
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Hi Amelia - thank you very much for taking the time to provide a review; client testimonials are extremely helpful to those seeking advice, and I do appreciate it. I look forward to working with you in the coming years. Very Best Wishes, Tracey
Repeat review from verified client
November, 2022
Overall
Advice
Service
Value
Based in South Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Annual review
Tracey's reply
Hi Lauren, thank you for your feedback; it helps other people who are looking for an Adviser they can trust, and I very much appreciate it. Best wishes to you and your family, Tracey.
Repeat review from verified client
October, 2022
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
We discussed the current economic situation and how it was affecting our investments. Tracey explained in ways we could understand and advised on the most effective way to continue to invest to achieve the best outcomes in the present economic climate.
Tracey's reply
Hi Carole - thank you very much for taking the time to provide a review; it helps other people who are seeking advice, and I appreciate it. I look forward to working with you both over the coming years. Very Best Wishes, Tracey
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
under the terms of my mother's will we had to set up a discretionary trust for my disabled brother. It was very complicated as we are so old ourselves. We needed advice on how to invest the money
How has Tracey Bromley helped you?
Tracy guided us through all the legal necessities in order to achieve a satisfactory outcome
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
Nothing
Tracey's reply
Dear Cynthia, thank you for the time taken in providing a review, which is very much appreciated; I look forward to working with you over the coming years. Very Best Wishes, Tracey
Repeat review from verified client
September, 2022
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
In our telephone meeting she explains how our investments are working.
Tracey's reply
Hi Marie - thank you very much for taking the time to provide a review, it really is appreciated. If you think any of your family or friends could benefit by taking the time to undertake a review with me, please just let me know; I would be delighted to help without obligation, to ensure peace of mind. I look forward to working with you in the years to come. With very best wishes to you both, Tracey
Repeat review from verified client
September, 2022
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey is always there if I need any advice or reassurance and I trust her.
Tracey's reply
Hi Cherie - thank you very much for taking the time to complete a review on my behalf, it is appreciated. If at any time I can be of service to you or indeed anyone you know who you think might benefit from my help, please just let me know. Very Best Wishes, Tracey
Repeat review from verified client
July, 2022
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Maintained a steady level of investments and gave me things to consider for the future
Tracey's reply
Hi Richard - thank you very much for taking the time to provide a feedback update; it is very much appreciated. Best Wishes, Tracey
Review from verified client
June, 2022
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I have had a financial advisor for over 20 years as I had some money to invest.
How has Tracey Bromley helped you?
Tracey has assisted me with financial planning for the future and my retirement. She has advise me on investments and pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I am very happy with the service and advice Tracey has given me
Tracey's reply
Hi Claire - many thanks for your review; I look forward to working with you in the coming years. Best Wishes, Tracey
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
On retirement it was clear that the various pensions I had acquired over my career needed to be consolidated in the most beneficial way, to protect me and my familie’s future financial situation.
How has Tracey Bromley helped you?
Tracey took over the position that had been established and we have followed her advice to consolidate our finances, and her guidance in moving and switching sectors within our accounts
Have you seen the outcome you were hoping for?
Our holding continues to be positive in terms of growth and is as expected given the volatility in global markets in recent years.
What could they have done better?
I have no problem with their performance in financial and service terms.
Tracey's reply
Dear Chris - thank you very much for your review, and the time taken in providing it. I look forward to working with you both in the coming years, very best wishes, Tracey
Review from verified client
April, 2022
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
I had been made redundant and wanted my works pension to work the best for me in the future as well as some smaller ones i was unsure what action to take.
How has Tracey Bromley helped you?
Tracey explained how she would look into each pension to be able to advise whether the they could be improved on by moving the assets elsewhere if they didn't have built in bonuses etc as an advisory. In all matters Tracey has given me clear and non pressured advice of which i can then make judgement.
Have you seen the outcome you were hoping for?
I am very happy at this stagenothing
Tracey's reply
Hi Kevin - thank you very much for your review and the time taken to provide it; it is very much appreciated. I look forward to working with you in the years to come. Very Best Wishes, Tracey
Review from verified client
April, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I needed somebody who had skills and knowledge in financial matters
How has Tracey Bromley helped you?
Investing wisely
Have you seen the outcome you were hoping for?
Yes until a fall in rates this year
What could they have done better?
Nothing
Tracey's reply
Good Morning Steve, thank you for the time taken in completing a review, it's very much appreciated. Best Wishes, Tracey
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
To help look after and advise on pension investment
How has Tracey Bromley helped you?
Advising on how much daf would need in the following year, advising how to deal with finances and helping with my dads Power of Attorney draw down when we had to move h into our house
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tracey's reply
Hi Lisa Thank you so much for your kind words and feedback; it has been an absolute pleasure working with yourself and your Dad, and I look forward to working with you in the years to come. Very Best Wishes, Tracey
Repeat review from verified client
March, 2022
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey is very good at keeping us abreast with the latest development in the market which we find very useful in making our decsions
Tracey's reply
Hello Bill - Thank you very much for your time in providing a feedback review; I do appreciate it, and for your positive assessment. Very Best Wishes, Tracey
Repeat review from verified client
February, 2022
Overall
Advice
Service
Value
Based in Derbyshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
By continued professional advice and guidance with my pension fund.
Tracey's reply
Hi Duncan - thank you for having provided a review on my behalf; it is very much appreciated. I look forward to working with you both in the coming years. Very Best Wishes, Tracey
Review from verified client
February, 2022
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
We required financial guidance as we did not have the knowledge to do it ourselves
How has Tracey Bromley helped you?
She has taken time to listen to us, find out about us and what our plans are and has created advice that accurately reflects our wants and needs.
Have you seen the outcome you were hoping for?
Yes.......so much better than the advice we received from a previous company of advisers
What could they have done better?
I doubt there is anything that could have been done better.
Tracey's reply
Hi Sally, Thank you very much for your review and kind words; I view you both as friends too, and look forward to working with you over the coming years. With very best wishes, Tracey
Review from verified client
February, 2022
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Retirement of previous financial adviser.
How has Tracey Bromley helped you?
We were introduced to Tracey 3-4 years ago. She came highly recommended at that time - and has provided us with excellent guidance, advice and support since then! She is very approachable, practical in her advice and prompt in progressing matters.
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
Nothing!
Tracey's reply
Hi Rob - thank you so much for your kind words and feedback; very much appreciated! I look forward to working with you both over the coming years. With very best wishes, Tracey
Repeat review from verified client
February, 2022
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey thoroughly reviewed our investments since our last consultation and advised what we may need to do for the future.
Tracey's reply
Hi Allison - thank you very much for the time taken in providing a review on my behalf; it is very much appreciated, and I look forward to working with you both in the coming years. Very Best Wishes, Tracey
Review from verified client
February, 2022
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
WE ARE APPROACHING RETIREMENT AGE AND NEEDED TO ASSESS WHERE WE WERE WITH OUR FINANCES
How has Tracey Bromley helped you?
SHE EXPLAINED EVERYTHING AND ANSWERED ALL OUR QUESTIONS IN AN UNDERSTANDABLE WAY SO WE FELT CONFIDENT IN TAKING HER ADVICE
Have you seen the outcome you were hoping for?
WE ARE PLEASED WITHE THE ACTIONS WE TOOK ON HER ADVICE
What could they have done better?
NOTHING SPRINGS TO MIND
Tracey's reply
Hi Denise & Andrew - thank you very much for the time taken in providing a review on my behalf, it is very much appreciated, and I look forward to working with you both over the coming years. Very Best Wishes, Tracey
Repeat review from verified client
February, 2022
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Continued support and advice with existing arrangements and future planning
Tracey's reply
Hi Paul - Many thanks for your time in providing an annual review on my behalf; it is very much appreciated. Very Best Wishes, Tracey
Repeat review from verified client
January, 2022
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey continues to supply good and considered advice. My pension continues to grow because of it.
Tracey's reply
Hi David, I hope you and your family all remain safe and well? Thank you very much for your feedback; it's very kind of you, and I look forward to working with you over the coming years. Very Best Wishes, Tracey
Review from verified client
January, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Poor advice from previous company.
How has Tracey Bromley helped you?
Plane and simple explanations to questions regarding our portfolio
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Don't think they could have done better
Tracey's reply
Hi Duncan Thank you very much for your time in providing a review on my behalf; it is very much appreciated and I look forward to working with you both in the coming years. With kind regards and best wishes, Tracey
Repeat review from verified client
January, 2022
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
I needed a pension that was flexible for me prior to receiving my state pension. Tracey provided an excellent solution to me situation. The risks have been fully explained and meet my objectives.I am also satisfied with the performance of the fund.
Tracey's reply
Many thanks Deborah, and a Happy New Year to you both! It is a pleasure working with you, and I look forward to doing so in the years to come. Very Best Wishes, Tracey
Repeat review from verified client
December, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey continues to guide us through these uncertain times. I feel like she knows our financial situation well and his on our wavelength.
Tracey's reply
Hi Anthony - thank you very much for the time taken in completing the review; I look forward to working with you in the future and wish you the compliments of the Season. Best Wishes, Tracey
Repeat review from verified client
December, 2021
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Another helpful review with all the points explained in a simple way.
Tracey's reply
Hi John - many thanks for the time taken in providing your feedback; it is very much appreciated. I look forward to working with you in the coming years. Very Best Wishes, Tracey
Repeat review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Northamptonshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Very much and her advice has made us make several ongoing changes to our lives especially with respect bereavement planning
Tracey's reply
Hi Bob - Fabulous news!! Thank you very much for your feedback; I look forward to working with you both in the years to come. Very Best Wishes, Tracey
Repeat review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Northamptonshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Regular contact and solid market knowledge.
Tracey's reply
Hi Paul - thank you for your feedback; I do appreciate it, and look forward to working with you in the years to come. Very Best Wishes, Tracey
Repeat review from verified client
November, 2021
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracy is exactly the same as she was for the last review, she is reliable and conscientious about the service she delivers. l
Tracey's reply
Hi George - thank you very much for your kind words and feedback; it is very much appreciated. I look forward to working with you in the years to come. Very Best Wishes, Tracey
Repeat review from verified client
November, 2021
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Pensions.
Tracey's reply
Hi David - thank you for your review feedback, it is very much appreciated. With very best wishes, Tracey
Repeat review from verified client
November, 2021
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey has helped us with looking at our investments and adding to our portfolio.
Tracey's reply
Hi Helen - thank you so much for your review; the time taken is very much appreciated. Very best wishes to you and your family, Tracey
Repeat review from verified client
November, 2021
Overall
Advice
Service
Value
Based in South Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Yes Tracey always follows up after a review
Tracey's reply
Hi Lyn - thank you for your review; it is appreciated. Very best wishes to you both, Tracey
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Required advice on merging pensions
How has Tracey Bromley helped you?
Gave me all the information needed so i was able to make the best decisions for myself
Have you seen the outcome you were hoping for?
Yes, amazing growth in my pension in just one year
What could they have done better?
Nothing, really pleased with the service that was given
Tracey's reply
Hi Steve - thank you so much for your positive feedback, I really appreciate it and look forward to working with you in the coming years. Very best wishes to you and your family, Tracey
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
required help setting up a company pension scheme
How has Tracey Bromley helped you?
helped setting up ou pension scheme
Have you seen the outcome you were hoping for?
yes
What could they have done better?
N/A
Tracey's reply
Hi Gary - thank you for your feedback; I look forward to working with you in the coming years. Best Wishes, Tracey
First impression from a user who is not yet a client
November, 2021
Overall
Please provide a brief comment about your experience with Tracey
Tracey is very professional, helpful and friendly at same time. I have complete confidence in her. A pleasure to work with.
Tracey's reply
Hi Gill, thank you so much for your feedback; it has been a pleasure working with you and I look forward to being of assistance in the future. Very Best Wishes, Tracey
Repeat review from verified client
November, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Kept me update on my investments
Tracey's reply
Hi Shona - Many thanks for taking the time to complete a review; it is very much appreciated. Very best wishes to you and your family, Tracey
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
To support in setting up best product for critical illness cover
How has Tracey Bromley helped you?
When life is so busy and you’re unable to find time to understand the options available for financial protection, you need Tracey! I’ve found Tracey incredibly knowledgeable, trustworthy and able to work around my timetable.
Have you seen the outcome you were hoping for?
Yes, absolutely.
What could they have done better?
Nothing. I would recommend Tracey to anyone.
Tracey's reply
Hi Lauren Thank you so much for your kind words and feedback; it is an absolute pleasure to have been of assistance to you, and I look forward to working with you in the years to come. Very Best Wishes, Tracey
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
We were looking for a better return for our investments than we were receiving.
How has Tracey Bromley helped you?
She asked questions to establish what we expected from our investments, what our level of risk would be and she advised accordingly. She helped us make informed decisions by listening to our needs and presenting us with choices we could understand. She also explained the levels of risk clearly and this was helpful when making our decisions.
Have you seen the outcome you were hoping for?
The outcomes from our investments have been broadly what we had hoped for. They have obviously fluctuated with the markets, but long term have served as a good choice.
Tracey's reply
Hi Glenn, thank you so much for your kind words and feedback - they are very much appreciated. I look forward to working with you both in the coming years. Very Best Wishes, Tracey
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
To gain some professional advice and guidance for the longer term.
How has Tracey Bromley helped you?
Helped us think through options and help us to review our finances which would easily be pushed aside or kicked down the road without a plan.
Have you seen the outcome you were hoping for?
Definitely getting there. Peace of mind.
What could they have done better?
Nothing
Tracey's reply
Hi Kevin - thank you for the time taken to provide your feedback; it's very much appreciated. I look forward to working with you both in the coming years. Very Best Wishes, Tracey
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Retirement and investment afbice
How has Tracey Bromley helped you?
Gave me advice was I was looking for
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Thank you Marie for your feedback - it's very good of you and I appreciate the time taken in providing the reference; I look forward to working with you both in the coming years. Very Best Wishes Tracey
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
We needed help with our finances and investments.
How has Tracey Bromley helped you?
She helps us understand what’s happening and what she’s doing for us
Have you seen the outcome you were hoping for?
Yes most definately
What could they have done better?
Nothing
Tracey's reply
Hi Cherie - thank you so much for your kind words and feedback - it really is appreciated. Very Best Wishes Tracey
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Looking towards my retirement
How has Tracey Bromley helped you?
I am extremely please with all the help and advice Tracey has given me. Tracey explains everything, so you can understand and will take the time to explain if you don't. Tracey is a very patient and friendly person. Would not hesitate to recommend her to anyone.
Have you seen the outcome you were hoping for?
I can see I am on my way to where I want to be
What could they have done better?
Nothing really, very pleased the way everything is going.
Tracey's reply
Dave thank you so much for the time taken in giving a review; I really do appreciate it, and look forward to working with you in the years to come. Very best wishes, Tracey
Review from verified client
August, 2021
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Wanted to make the most of some money I had inherited
How has Tracey Bromley helped you?
Advised and organized transfer of money to appropriate funds which have since performed well. Friendly and approachable. Clearly explained pro's and con's of options available to me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
NA
Tracey's reply
Hi Liz, Thank you for taking the time to provide a review; it is very much appreciated! Very best wishes to you and your family, Tracey
Review from verified client
August, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I had advise for my retirement previously from Pension Wise which is a government funded organisation and when I did my pension drawdown I needed help to reinvest what I had left …
How has Tracey Bromley helped you?
I can not tell you enough about this amazing lady “my financial advisor” Tracey quickly got to know and understand what my investment needs were. She is so thorough and has so much experience , I knew from the start of our introduction that my pension investments were in good hands. Understanding of pensions and how to invest them can be is confusing at the best of times, but Tracey made sure that I understand very clearly.
Have you seen the outcome you were hoping for?
Oh my I’m super surprised that my investment has increased by 13% in a year and during lockdown! Super amazing news and I’m very happy … I’ve just had my yearly review withTracey and have again been given another opportunity to reinvest … I totally feel confident enough and have taken this opportunity … If I hadn’t of meet Tracey I know I would of missed out on valuable opportunities to grow pension and I’m certainly sure I wouldn’t of seen such an increase in my investments like I have now.
What could they have done better?
Absolutely nothing ! .. I’m totally very happy with the service I’ve received from Tracey Bromley and would definitely recommend her to everyone ! Few Last words … Thank you ! Marie Brown
Tracey's reply
Hi Marie - thank you so much for your kind words and feedback; I look forward to working with you over the coming years. Very Best Wishes Tracey
Repeat review from verified client
May, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
not applicable
Tracey's reply
Hi Richard - thank you for your review, which occurred before our annual review meeting scheduled for later this month; I look forward to seeing you again in due course. Best Wishes, Tracey
Review from verified client
April, 2021
Overall
Value
Advice
Service
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Stuart Parker approached me at Sarens UK.
How has Tracey Bromley helped you?
Answered a few questions and confirmed a couple of things
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client
April, 2021
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Stuart Parker approached me when ot Sarens UK.
How has Tracey Bromley helped you?
Answered a few questions and confirm a couple
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N0
Tracey's reply
Hi Paul - thank you for your feedback. Best Wishes, Tracey
Review from verified client
April, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Yearly review
How has Tracey Bromley helped you?
By giving advice easy to understand.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tracey's reply
Many thanks Ian for your feedback, it is greatly appreciated. Best Wishes Tracey
Review from verified client
March, 2021
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I was originally looking for a mortgage and my financial advisor retired and recommended Tracey very highly
How has Tracey Bromley helped you?
Tracey is fantastic at what she does so professional helpful and understanding She goes above and beyond ⭐️⭐️⭐️⭐️⭐️
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Hi Lisa - thank you so much for your kind words and feedback; I look forward to working with you in the years to come. Very Best Wishes, Tracey
Repeat review from verified client
March, 2021
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Given up to date about our investment strategy
Tracey's reply
Hi Bill - it's an absolute pleasure, that's what I am here for. Very best wishes to you both, Tracey
Review from verified client
February, 2021
Overall
Advice
Service
Value
Based in Derbyshire
What were the circumstances that caused you to initially look for an adviser?
Initially pension advice to manage my wealth management fund was handled by Stuart Parker and business expansion led us to Tracey.
How has Tracey Bromley helped you?
Gave us good advice and assistance with our pension.
Have you seen the outcome you were hoping for?
Yes, by growth of investment.
What could they have done better?
For us, in the current situation, it is difficult to see how the results could have been better than those they have achieved.
Tracey's reply
Hi Duncan - thank you so much for your kind words and feedback; it's greatly appreciated. I look forward to working with you both in the coming years. Very Best Wishes, Tracey
Review from verified client
February, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I received inheritance money from my mums estate and was given Tracey’s name from a friend who had previously used Tracey.
How has Tracey Bromley helped you?
Tracey advised me and my husband what the best route was for this money and money we had got in savings.
Have you seen the outcome you were hoping for?
Definitely. I was more than pleased with the outcome after this first year especially under the current circumstances.
What could they have done better?
I don’t think they could have done any better than what they’ve done.
Tracey's reply
Hi Allison - thank you very much for your kind words and feedback; I am looking forward to working with you both in the coming years. Best Wishes, Tracey
Review from verified client
February, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Divorce and wanting to put all my pensions into one "pot"
How has Tracey Bromley helped you?
Stuart Parker initially advised me and Tracey has just taken over my file. She has just advised me to change the fund I was currently only so it's hard to comment at the moment until I know the outcome. Tracey has been very friendly and approachable throughout
Have you seen the outcome you were hoping for?
See above
What could they have done better?
Nothing I can think of
Tracey's reply
Hi Julie - Many thanks for your time providing feedback. Very best wishes to you and your family, Tracey Bromley
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Tracey
We found Tracey to be very professional and straight talking allowing us to make an informed decision about our finances. We would definitely recommend Tracey as a financial adviser.
Tracey's reply
Hi Clare - thank you very much for your feedback; it's very much appreciated. I look forward to having the opportunity of working with you, very best wishes Tracey.
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
I had recently been made redundant and possessed three different pensions
How has Tracey Bromley helped you?
Tracey fully explained different elements of low/medium/high risk investments and advised once reviewed if there was a proposed better alternative just as a recommendation she would suggest which ones my be re-invested better for the future. Tracey fully explained the fees and answered all my queries.
Have you seen the outcome you were hoping for?
I am very happy with the service and explanations throughout the process and projected returns.
What could they have done better?
Nothing
Tracey's reply
Hi Kevin - thank you your kind words and feedback; I am really looking forward to working with you over the coming years, and I wish you all the very best for 2021 and beyond, Tracey.
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Recent transition to self employed requiring attention on pension and change in circumstances requiring changes to existing insurances.
How has Tracey Bromley helped you?
Review of pension arrangements and advice to progress and advice on new insurance products to fill gaps in cover.
Have you seen the outcome you were hoping for?
Yes - happy so far with all that Tracey has done
What could they have done better?
Not aware of anything
Tracey's reply
Hi Paul - thank you very much for your time in providing feedback, it is very much appreciated. I look forward to working with you over the coming years, Best Wishes Tracey
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Savings investments and growth during retirement
How has Tracey Bromley helped you?
Tracey provided an update on current investments and savings along with guidance on future investments through income/growth portfolios on offer from St James's Place
Have you seen the outcome you were hoping for?
Investment growth has been positive despite the effects of the pandemic and hopefully the position will continue to improve through 2021
What could they have done better?
Nothing to add
Tracey's reply
John - thank you very much for your feedback and review, which I do appreciate; I wish you and your family all the very best in the forthcoming year, and look forward to working with you. Best Wishes, Tracey
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
To reinvest a poorly performing pension
How has Tracey Bromley helped you?
Tracey offered advice and options on reinvestment
Have you seen the outcome you were hoping for?
Better than expected, especially the last review
What could they have done better?
Nothing I can think of, Tracey is very very thorough
Tracey's reply
Hi Mark - thank you for your time in completing the feedback and review; it is very much appreciated and I look forward to working with you in the coming years. In the meantime, take care, and very best wishes to you and your family, Tracey.
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I became self employed and therefore required a private pension
How has Tracey Bromley helped you?
Tracey has been excellent in explaining the market and discussing the risk profile for my plan
Have you seen the outcome you were hoping for?
Yes absolutely. My pension has increased at a difficult time.
Tracey's reply
David - thank you for your feedback and endorsement; it has been a pleasure working with you, and I look forward to continuing to do so in the coming years. Very best wishes, Tracey
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
When I retired
How has Tracey Bromley helped you?
S J Place have been good from day 1. Tracy has always been very helpful especially so since my wife died, always ready to listen first then gives me good advice.
Have you seen the outcome you were hoping for?
Yes, I could not have hoped for better, also my investments have grown, even during this pandemic
What could they have done better?
I cannot think of anything, very satisfied.
Tracey's reply
Roy - thank you so much for your kind words and feedback; I really do appreciate the time taken and sentiment conveyed. I look forward to working with you in the future, very best wishes Tracey.
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Moved one of my pension into a flexible drawdown arrangement
How has Tracey Bromley helped you?
Tracey transferred to pension to SJP, invested the proceeds into a fund that meets my attitude towards risk. She keeps me informed of any new legislation or changes I may wish to consider. Excellent
Have you seen the outcome you were hoping for?
Outcome is as expected. The fund value has fallen due to the current climate. It has now regained the majority of the value. Tracey has kept me informed and discussed alternative strategies which I have proceeded with.
What could they have done better?
Tracey is a true professional. Her understanding of your situation is second to none and she is always available to talk to if you need any help. She has an excellent knowledge, provides an holistic approach ensuring that other areas of your financial planning meet your needs and expectations.
Tracey's reply
Debs - heartfelt thanks for your feedback and kind words. It is a pleasure working with you, and I look forward to doing so in the future. Very best wishes, Tracey
Repeat review from verified client
January, 2021
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Given us peace of mind that we are on the right track
Tracey's reply
Happy New Year to you and your family! Thank you very much for the time taken in providing a review update. Very Best Wishes, Tracey
Repeat review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
I have known Tracey for many years and trust with both my own finances and also my clients
Tracey's reply
Hi Derek - thank you very much for your endorsement, it does mean a lot. Wishing you and your Family all the very best for Christmas and 2021, Tracey
Repeat review from verified client
December, 2020
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey gave timely advice about re-aligning my portfolio and explained how my investments had survived this years turmoil.
Tracey's reply
Many thanks John for your feedback and review; I look forward to working with you in the coming years and wish you and your family all the very best for Christmas and 2021! Kind regards, Tracey
Repeat review from verified client
December, 2020
Overall
Advice
Service
Value
Based in West Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey has been very reassuring in a time of great uncertainty. She makes us feel like she is in the same boat as us, so her advice is coming from someone who "gets" our situation and understands the emotional push and pulls around what to do with precious savings.
Tracey's reply
Hi Anthony - thank you very much for your heartfelt words; I really do appreciate them and look forward to working with you and Sarah in the coming years. Very best wishes for Christmas and the New Year! Tracey
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Looking for the best products for personal insurance
How has Tracey Bromley helped you?
By reviewing the market and selecting the best products
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Tracey was excellent
Tracey's reply
Hi Lauren - thank you very much for your kind feedback. Very best wishes to you and your family for Christmas and the New Year! Tracey
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I required some professional advice
How has Tracey Bromley helped you?
Tracey explained the options that we’re available to me. She gave me sound professional advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that i can think of.
Tracey's reply
Steve - thank you so much for your kind words and feedback; greatly appreciated and I look forward to working with you over the coming years. Very best wishes to you and your family, Tracey
Repeat review from verified client
November, 2020
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracy has always been there to answer any questions, she has always been professional and knowledgeable in her approach, she has always been happy to explain anything about the pension, she had always given me peace of mind about my pension.
Tracey's reply
Thank you George for your kind words and feedback; I really look forward to working with you over the coming years. Very Best Wishes Tracey
Repeat review from verified client
November, 2020
Overall
Advice
Service
Value
Based in East Riding
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Yes Tracey has helped us again since the last review.
Tracey's reply
Hi Helen - Many thanks for the time taken to provide feedback; it is appreciated! Very best wishes to you and your Family, Tracey.
Repeat review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Providing reassurance with advice during these uncertain times, with regard to my pension.
Tracey's reply
Hi David - thank you very much for the time taken in providing a review; it is very much appreciated. Very best wishes to you and your family, kind regards Tracey
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
I needed help with my savings and pension
How has Tracey Bromley helped you?
By organising my thinking and actual investment strategy
Have you seen the outcome you were hoping for?
Yes, even in this very tricky times the recommended investments have continued to work for me
What could they have done better?
There is nothing specific I can think off which says something
Tracey's reply
Hi Bob - Thank you for kind feedback; I look forward to working with you over the coming years. Very best wishes to both , Tracey
Repeat review from verified client
November, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Pension planning and review of overall financial planning
Tracey's reply
Many thanks Eric - the time taken to provide feedback is very much appreciated, as are your kind wishes, which are reciprocated. Very best wishes, Tracey
Repeat review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Warwickshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Phone call arranged to discuss pension investment progress, my current financial position, any necessary adjustments, and plans going forward
Tracey's reply
Martin, thank you for taking the time to provide feedback; it's very much appreciated. Very best wishes to you and your family, Tracey
First impression from a user who is not yet a client
November, 2020
Overall
Please provide a brief comment about your experience with Tracey
Tracey is an approachable and a warm and caring lady. She has helped me massively through my journey she knows what’s she’s talking about and is very knowledgable and very trustworthy. Thank you Tracey X
Tracey's reply
Andrea, thank you so much for your kind words and feedback - I look forward to working with you in the future. Very Best Wishes Tracey
Repeat review from verified client
November, 2020
Overall
Advice
Service
Value
Based in South Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey keeps us informed and up to date with our pensions. She always gets back to us with answers to questions raised and attends appointments on time. We trust her advise and compared to other advisors we have used in previous years she is a lot more professional and true to her word.
Tracey's reply
Lyn thank you very much for having taken the time to provide feedback; I really do appreciate it. Very best wishes to you both to continue to stay safe and well - Tracey
Repeat review from verified client
November, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
This review is a follow-up review from a client who left a review previously.
How has Tracey Bromley helped you since your last review?
Tracey is always available at the end of the phone if you should need help/advice. With an annual update meeting to discuss the ongoing arrangements with our investments and pensions, I always feel we (my wife and I) are doing the best we can with the funds we have allocated.
Tracey's reply
Thank you John for kind words and endorsement - it's very much appreciated. Very best wishes to you both, Tracey
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Following on from writing a will and inheriting some money.
How has Tracey Bromley helped you?
She took over from a previous adviser who had recommended her to us based on our current needs. She has helped us to understand long term financial planning and how to manage money more effectively.
Have you seen the outcome you were hoping for?
Not yet as still early days, but have an understanding of the potential future.
What could they have done better?
Tracey was very thorough and articulate in what she was recommending but also very understanding of our current and needs over the next few years.
Tracey's reply
Shona thank you very much for your kind feedback - it means a lot, and I look forward to working with you over the coming years. Very best wishes to you and your family during these difficult times, Tracey.
First impression from a user who is not yet a client
October, 2020
Overall
Please provide a brief comment about your experience with Tracey
Tracey was recommended to me by a friend. She called me and explained my options and then worked on my behalf for the best outcome. She was professional and friendly and I would certainly highly recommend her.
Tracey's reply
Hi Evie - thank you very much for your kind words; very much appreciated. With Best Wishes, Tracey
First impression from a user who is not yet a client
October, 2020
Overall
Please provide a brief comment about your experience with Tracey
Tracey was thoroughly professional and very helpful in her advice . She took time to understand my situation and answered my many questions thoroughly. In short, I highly recommend Tracey.
Tracey's reply
Hi Kirsty - thank you for the time taken in providing feedback, I really do appreciate it. If I can be of any further assistance, please just let me know. Best Wishes, Tracey
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I need to have my pension reviewed as the previous company was not managing it properly
How has Tracey Bromley helped you?
She helped me understand my current pension better and gave me impartial advice as to the options i had to either transfer or stay with my current provider. She was very professional but a very warm, friendly person who understands the difficulties a business owner has in trying to find time to devote to their future wealth. She went through everything, explaining in layman's terms and answering any queries I had. She is not a pushy sales person, she lets you voice your opinions and listens well to any concerns and helps with good advice and lays out your options for you to make an informed decision. Would highly recommend Tracey she is a very pleasant, friendly but professional lady who understands her business very well and puts your best interests first and foremost.
Have you seen the outcome you were hoping for?
Yes we are happy that the pension fund has been managed correctly
What could they have done better?
Tracey could not have done anything better, we are both completely happy with her services, she came to my office to see me, fully equipped with everything needed to help myself and my partner decide on the best course of action for our future. Whenever we needed a meeting she always accommodated and travelled to us to make it easier on our busy working day.
Tracey's reply
Hi Jo - Thank you very much indeed for your kind words and feedback; it's very much appreciated. I look forward to working with you both over the coming years. Look after yourselves - very best wishes, Tracey
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Change in circumstances meant a rethink of my money management
How has Tracey Bromley helped you?
Guided me through options open to me
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
NA
Tracey's reply
Liz thank you for the time taken to provide your review; I do appreciate it and look forward to working with you in the coming years. Very best wishes to you and your family, Tracey
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Needed to invest money's could not of picked a better person
How has Tracey Bromley helped you?
In short excellent excellent
Have you seen the outcome you were hoping for?
In every way great comunications
What could they have done better?
She has done everything ive asked for brill
Tracey's reply
Hi Mel - Thank you so much for your feedback and kind words; they are very much appreciated. I look forward to working with you in the coming years. Best Wishes, Tracey
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in Lincolnshire
What were the circumstances that caused you to initially look for an adviser?
Retirement pension
How has Tracey Bromley helped you?
Tracey gives honest and helpful advice
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Hi Jackie - thank you very much for your review and feedback; it's a pleasure working with you, and I wish you and your family all the very best, Tracey.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
The planning of an 'exit plan' from a successful family business
How has Tracey Bromley helped you?
Advised on the best ways to optimise our savings and keep our' exit plan' moving forward both efficiently and comfortably
Have you seen the outcome you were hoping for?
so far so good
What could they have done better?
I cannot think of any area Tracey has fallen short on advice and help
Tracey's reply
Many thanks Dawn for your time in providing feedback; it's very much appreciated, and I look forward to working with you over the coming years. Look after yourselves and very best wishes, Tracey.
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in Lincolnshire
What were the circumstances that caused you to initially look for an adviser?
I was about to retire and needed advice regarding my pension and savings
How has Tracey Bromley helped you?
Tracey came to my home and was able to answer all the questions I had about my investments and pensions. I found her very friendly and knowledgeable nothing was to much trouble. My wife and I both felt that she was someone we could trust to advise us.
Have you seen the outcome you were hoping for?
Obviously because of the Covid 19 situation our investments haven't done as well as they perhaps would have. However we are now seeing signs of recovery and feel pleased with the way they are currenly heading.
What could they have done better?
Nothing. We are very satisfied with the service we currently get from Tracey.
Tracey's reply
Thank you very much David for your kind words; it's an absolute pleasure working with both yourself and your Wife, and I look forward to doing so over the years to come. Please look after yourselves at this strange time. Very best wishes, Tracey
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I inherited Tracey when my previous adviser retired - she works for the same company, St James' Place
How has Tracey Bromley helped you?
Tracey, representing St James Place, manages my investments, pension and a trust fund for my children. She helps me reach investment decisions and monitors the performance of the funds, explaining them to me in a manner I can understand.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I feel the fees are rather high, but these are set by St James Place, not Tracey. In respect of what Tracey could do better - I'm entirely happy with her advice, the ease with which I can contact her and so I see no need for improvement.
Tracey's reply
Hi Graham, thank you very much for your feedback and comments; I appreciate the time taken and look forward to working with you over the coming years. Best Wishes, Tracey
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Better management of my money
How has Tracey Bromley helped you?
She carried out a full review of my financial position and talked me though it in a manner which I understood.
Have you seen the outcome you were hoping for?
Yes. Details were summarised and included in a letter I received by e mail
What could they have done better?
Nothing. The way the discussion happened was a result of the Coronavirus situation. All relevant facts were discussed. Both parties prompted the other. The exercise went smoothly.
Tracey's reply
Many thanks Richard for your time and feedback; take care, and I look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
June, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I started working with Tracey around 3 years ago after she took over my financial planning from a previous SJP adviser. As I took my work place pension early I had lump sum and ISA funds that required considered investment. These funds had already been invested but Tracey has continued to monitor and advise on future progress etc.
How has Tracey Bromley helped you?
Tracey has held yearly face to face meetings to report on my finances and has proved knowledgeable and understanding of my wishes. She is friendly and explains and talks through advice etc so it is easy to understand. This I find important in an area that can be challenging to grasp for many! I feel Tracey is keen to work closely with me to do her best with my finances. Tracey is easy to contact both by secure email and by phone and contacts promptly to discuss and expand on advice etc when required.
Have you seen the outcome you were hoping for?
Yes. I had invested monies for a more long term period and these have increased over the years. The present pandemic has affected my investments slightly but not as drastically as I was expecting.
What could they have done better?
I have been happy with the work Tracey has done and am confident to work with her in the future. More transparency over fees from SJP would be helpful.
Tracey's reply
Many thanks Martin for you feedback; I am happy to go through our fee structure again with you, as I am keen to ensure that you are clear on the fees charged. Very best wishes, Tracey
Review from verified client
June, 2020
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Needed advice on investments and life insurance
How has Tracey Bromley helped you?
We started with another adviser who then retired. Tracey took over looking after all our financial needs and queries. She has helped us with our financial investments and pensions.
Have you seen the outcome you were hoping for?
Yes. Our investments over the years have been very well managed and even when there have been global financial crisis we have come through it okay and remain in profit.During this awful global pandemic we expected investments to decline, which they have but because we have been well managed and advised we have not suffered to any great extent and still remain in the positive.
What could they have done better?
I can’t think of anything Tracey could improve on.
Tracey's reply
Hi Amy - thank you very much for your kind words and feedback. I've thoroughly enjoyed working with you, and look forward to doing so in the years to come. Very best wishes to you and your family, Tracey
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I have had a financial advisor for over 20 years and initially wanted to invest a lump sum of money. I then had some money to invest in a pension in 2017.
How has Tracey Bromley helped you?
Tracey has assisted me as my financial advisor with my pension and ISA and has given me sound financial advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can honestly say that I cannot think of anything that Tracey could have dome better. She has given me sound financial advice and been there in person or at the end of a phone when I have needed her advice on financial matters. I have recommended Tracey to family and friends. She is very knowledgeable, professional and a really caring person who always endeavours to assist.
Tracey's reply
Hi Claire, thank you very much for your kind words and feedback; I've thoroughly enjoyed working with you, and look forward to doing so in the years to come. Please stay safe and look after yourself, best wishes Tracey.
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I always felt I needed specialist advice as I know very little about pensions and making the right choices is critically important
How has Tracey Bromley helped you?
Took over advising on my pension portfolio and advises on annual reviews
Have you seen the outcome you were hoping for?
Not quite but that is entirely due to the coronavirus impact on the stock market and it is highly notable that the drop in my fund value is just 1/3 the drop in the FTSE 100
What could they have done better?
N/A
Tracey's reply
Thank you very much Richard for taking the time to provide a review; I look forward to working with you in the coming years. Very best wishes, Tracey
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Need for long term, medium risk stocks and shares ISA
How has Tracey Bromley helped you?
Tracey picked up the reins as her predecessors moved on. Professional advice and guidance at all times.
Have you seen the outcome you were hoping for?
Stocks and shares are a long term investment, with lots of ups and downs, but we are still in profit.
What could they have done better?
Very satisfied with current performance.
Tracey's reply
Many thanks Chris for your comments and feedback; they are very much appreciated, and I look forward to working with you in the future. Very Best Wishes, Tracey
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I needed expert advise on where to re invest my pension ... After Covid 19 .
How has Tracey Bromley helped you?
Tracey was a breath of fresh air ! ... Totally honest / thorough and new exactly what she was talking about. She listen to my needs and gave sound advise without being pushy ... She also keeps you updated at every stage of your pension transfer ... I feel relieved that I’ve found someone at such a unstable time for everyone and my pension, But I do know she will help me re invest it wisely .
Have you seen the outcome you were hoping for?
Not the total outcome ... As the transfer is still going through .
What could they have done better?
Nothing more under the circumstances.
Tracey's reply
Many thanks Marie for your kind words and feedback; I look forward to the opportunity of working with you in the future. Best Wishes, Tracey
Review from verified client
March, 2020
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
My wife and I have been investors with St James Partnership for a number of years, and Tracey is the latest Financial Adviser who has been assigned to our account
How has Tracey Bromley helped you?
Initially we were disappointed that our previous financial advisor had moved on, but Tracey soon dispelled our concerns. With her wide experience of the investment markets, she has kept her eye on our savings and making sound recommendations and changes when necessary. Not only that , but Tracey goes that extra mile to reassure and guide us.
Have you seen the outcome you were hoping for?
Yes, we do believe that Tracey is helping us make the right decisions with our savings.
What could they have done better?
Tracey has responded positively to any suggestion we have made, and it has led to a trusting relationship, which we hope will continue into the future
Tracey's reply
Thank you Rod for your kind feedback; it has been an absolute pleasure working with you, and I look forward to doing so over the coming years. With very best wishes, Tracey.
Review from verified client
March, 2020
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Needed reassurance that was investing in the right place and getting best returns
How has Tracey Bromley helped you?
Very explicit in explaining our Investments and the strategy with the level of risk, Very clear and helpful when giving the information and answering questions
Have you seen the outcome you were hoping for?
Yes. After discussions we were assured that we were following the correct stratagy
What could they have done better?
Nothing. We felt that Tracy was very factual and helpful with her advise and we feel reassured that our investments were in safe hands
Tracey's reply
Many thanks for your feedback Bill, it is very much appreciated. If I can be of help at any point, please do not hesitate to contact me. Very best wishes, Tracey
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Reaching retirement age
How has Tracey Bromley helped you?
Pension transfer and ongoing pension advice
Have you seen the outcome you were hoping for?
Looks good so far
Tracey's reply
Thank you Mark for your review; it's very much appreciated. I look forward to working with you in the future. Kind Regards Tracey
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Very disappointed with our previous adviser and more so the company recommended.
How has Tracey Bromley helped you?
Changed all of my investments and pension and has given excellent advise. Also given her time and detailed information.
Have you seen the outcome you were hoping for?
After initial fees that I was informed about funds are making steady growth.
What could they have done better?
I am forming a good relationship and happy with the future program going forward.
Tracey's reply
Thank you very much for your feedback Steve; I appreciate your kind words and the time taken, and I look forward to working with you over the coming years. Best Wishes, Tracey
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Wasn't happy with current pension provider
How has Tracey Bromley helped you?
Explaining the markets in a professional and understandable manner and helping me decide where and how I wanted to invest my funds going forward. Very knowledable, with a relaxed and friendly approach.
Have you seen the outcome you were hoping for?
Absolutely. My pension is already performing better and I am now happy it is in safe hands.
What could they have done better?
As far as I am concerned there is nothing Tracey Bromely could have done to offer a better service that she did. Definitely recommend.
Tracey's reply
Hi Julie - thank you very much indeed for your kind feedback; it is a pleasure working with you and I look forward to being of assistance over the years to come. Very best wishes, Tracey
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
We were less than happy with our previous advisers and wanted to protect what we had worked so hard to accumulate, and needed to trust both the advisor and the advise given, to be able to invest wisely. We are not sufficiently knowledgeable to do it ourselves.......We are not dentists and wouldn't drill our own teeth so why would we not seek advice from a caring Professional when it came to our investments?
How has Tracey Bromley helped you?
Tracey has taken time and listened to what we want and our plans for the future and has guided and recommended ways to achieve our long term goals. She is always available to help and advise if we need it.
Have you seen the outcome you were hoping for?
It is currently a work in progress, but yes - everything looks very encouraging and back on track following a disasterous period with our previous advisers.
What could they have done better?
Nothing. We are very happy with everything Tracey has done for us.
Tracey's reply
Thank you so much Sally for your feedback; it's a pleasure working with you and I look forward to being of assistance in the future. Best Wishes, Tracey
First impression from a user who is not yet a client
February, 2020
Overall
Please provide a brief comment about your experience with Tracey
Friendly and approachable
Tracey's reply
Many thanks Ann for taking the time to provide this feedback; it really is very much appreciated. Best Wishes, Tracey
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I have known Tracey on a professional basis for sometime. She has an excellent knowledge of financial services and most importantly she is takes time to understand your personal circumstance. After meeting her I asked for her help with a pension transfer.
How has Tracey Bromley helped you?
Tracey discussed the alternative options that were available to me. Including using the existing funds that I had in savings and how best to use them together with my retirement options. Tracey also took an holistic approach to ensure that I was happy with other areas of my financial arrangements.
Have you seen the outcome you were hoping for?
Yes. Transfer of pension has taken place. I have had regular meetings and have now start to take an income from the pension plan. Tracey also gives regular updates on the fund selected and ensures it is still appropriate.
What could they have done better?
Nothing. Everything is perfect and meets my needs. A very professional lady who cares about her clients. She is a very trustworthy and honest.
Tracey's reply
Thank you very much for your feedback; I really do appreciate it and look forward to working with you in the coming years. Very best wishes, Tracey
Review from verified client
January, 2020
Overall
Service
Value
Advice
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
We are over 60 and conscious of ensuring our pensions are working for us
How has Tracey Bromley helped you?
Explained everything in language we understood and answered all our questions in a knowledgeable manner
Have you seen the outcome you were hoping for?
So far we have
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I started using a financial adviser for my mortgage and have found them invaluable since that assistance. Recently Tracey Bromley has been helping me with my change of jobs and pension provision.
How has Tracey Bromley helped you?
Tracey has consistently been available for advice during a very hard change in career circumstances which needed to optimise a final payment to the pension plans and maximise the tax efficiency of the final amounts etc leaving me with enough capital to start a new business. Also advice on the cash within the business and planning to use the business in different ways to ensure tax allowances and pension provision is met.
Have you seen the outcome you were hoping for?
Absolutely seen all I needed and made me explore different ways of looking at my pension provision.
What could they have done better?
Tracey has made herself available and approachable about all aspects of my concerns and fears. Not sure how others would have behaved but can say she has reassured me and made a difficult time easier. It feels as though I'm working with a dear friend who has my best interests at heart and that is exactly what everyone needs. She is empathic and competent. No constructive critique to offer.
Tracey's reply
Thank you very much indeed for your feedback; it's been a pleasure working with you and I look forward to doing so in the future. Very best wishes, Tracey
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I needed my pensions in some kind of plan.
How has Tracey Bromley helped you?
She was so help full and understanding. I am always looking for people who I can trust and who gets me, and not just to get what they want.
Have you seen the outcome you were hoping for?
Yes she advised the best way.
What could they have done better?
She could not have been more helpful
Tracey's reply
That's so kind of you Richard - thank you very much for taking the time to provide feedback. With very best wishes for Christmas and the New Year! Tracey
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I was looking to review my pension, transfer it to another provider and start to make regular contributions.
How has Tracey Bromley helped you?
Tracey looked after me every step of the way. I have dealt with Tracey for many years now and would trust her with anything. When you are dealing with Tracey you know she is doing everything with your best interests in mind. She is extremely knowledgeable, professional but also makes the journey easy, and straight forward.
Have you seen the outcome you were hoping for?
Yes, I would have no hesitation in recommending Tracey to both my friends and professional contacts.
What could they have done better?
There is nothing that Tracey could have done better.
Tracey's reply
Thank you very much for your kind words and feedback Derek; I look forward to working with you in the coming years. Best Wishes, Tracey
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
To manage my pension
How has Tracey Bromley helped you?
Secured all pensions into one that is ready to accept my current employee pension and gave a clear to retirement
Have you seen the outcome you were hoping for?
At the moment I am very happy with the returns and performance
Tracey's reply
Thank you very much Paul for your feedback; I really do appreciate it. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Originally it was getting married and buying a house together and we've had a financial adviser ever since
How has Tracey Bromley helped you?
Tracey took over our situation when her colleague left the company. Tracey has been very calm and reassuring about what we can do in preparing for retirement and planning for future support of our children and making best use of an inheritance.
Have you seen the outcome you were hoping for?
Yes, on Tracey's advice we have paid off most of our mortgage, kept our investments at medium risk which continue to grow.
What could they have done better?
I still have not got my head around the charges that Tracey makes on giving us financial advice.
Tracey's reply
Many thanks for your feedback Anthony, it is very much appreciated; I'll take the opportunity to go through fees again with you at your earliest convenience. Kind regards, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in West Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Tracey took over my account after my previous advisor moved to a new position.
How has Tracey Bromley helped you?
Tracey gave me full and Complete advice in regard to my existing pention pot.
Have you seen the outcome you were hoping for?
Yes
Tracey's reply
Hi Jackie - thank you very much for your feedback; it really is very much appreciated. Very Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Tidy up my pensions and general advice
How has Tracey Bromley helped you?
Reinvested on e of my peensions
Have you seen the outcome you were hoping for?
Early days, but good signs
What could they have done better?
Nothing, I feel Tracey answered all my needs.
Tracey's reply
Thank you very much for your time and feedback Mark; I look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
My Father passing away.
How has Tracey Bromley helped you?
By giving advise and support as and when required.
Have you seen the outcome you were hoping for?
Yes.
Tracey's reply
Many thanks for your feedback Hannah, which is very much appreciated. Very best wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
We had some money to invest.
How has Tracey Bromley helped you?
She advised on pensions and investment choices.
Have you seen the outcome you were hoping for?
Early days yet but hopefully we will do.
What could they have done better?
I don’t think there was any more Tracey could have done, she was extremely thorough and professional.
Tracey's reply
Thank you very much Helen! It's been great working with you and I look forward to doing so for many years. Very Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
We were wanting some financial advice regarding possible investments. We were recommended to contact Tracey for her advice.
How has Tracey Bromley helped you?
She has helped us to understand what our various options are in a clear way. She has always been available to talk to when we have had any concerns which has been so reassuring.
Have you seen the outcome you were hoping for?
It is too early to say at this stage as we have only just made the investments
What could they have done better?
My husband & I have greatly appreciated all the help & support that Tracey has given to us. As we were really very uncertain what our options were but Tracey has really helped us to sort out what we were wanting. We would highly recommend her to anyone else who needs financial advice
Tracey's reply
Thank you so much for your review Angela; I look forward to working with you both in the future. With very best wishes, Tracey.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I needed a pension overhaul and Tracey helped greatly with this.
How has Tracey Bromley helped you?
She was able to give me thorough advice.
Have you seen the outcome you were hoping for?
So far yes.
What could they have done better?
Nothing better, Tracey provided everything I needed.
Tracey's reply
Thank you Alistair for your feeback; I look forward to working with you over the coming years. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I was leaving an employer and had a reasonable amount in a money purchase scheme which I wanted to withdraw from the Company provider to give me greater control.
How has Tracey Bromley helped you?
Tracey was very good at listening to what I wanted and advising on the best options that would satisfy my needs.
Have you seen the outcome you were hoping for?
It is still early days and as advised by Tracey when I was setting things up it takes a while to start seeing any real benefits. My initial time frame was a 5 year period of investment before I would be looking to make any changes or further investment. Therefore currently the outcomes are in line with my expectations.
What could they have done better?
I honestly don't think there is anything I could say Tracey could have done better she is an excellent listener and always comes back to you when she says she will and is always happy to chat things through.
Tracey's reply
Thank you very much Kimberley for your review; it really is appreciated. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
recommendation from work colleague
How has Tracey Bromley helped you?
gave me great advice on what pensions were available to me and my business partner
Have you seen the outcome you were hoping for?
yes
What could they have done better?
happy with the whole process
Tracey's reply
Many thanks Gary for your feedback; it's very much appreciated and I look forward to working with you in the future.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Looking for better returns on investments
How has Tracey Bromley helped you?
Helped myself and my wife locate investments returns greater than had on savings with other instituutions
Have you seen the outcome you were hoping for?
Early days yet
What could they have done better?
Everything was explained clearly and not rushed
Tracey's reply
Many thanks for your feedback, which is greatly appreciated; I look forward to seeing you both again soon.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Retirement planning.
How has Tracey Bromley helped you?
Checking where my pension is invested and changing it where necessary.
Have you seen the outcome you were hoping for?
Yes.
Tracey's reply
Thank you for your feedback David, it's very much appreciated.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
We had a different advisor who retired and we were allocated Tracey to assist us moving forward.
How has Tracey Bromley helped you?
Tracey gave up to date information regarding our pensions and made sure our investment was working for us.
Have you seen the outcome you were hoping for?
We are happy with the pension plan so far.
What could they have done better?
We have been very happy with the service Tracey has given us up to now, I can't think of anything she could have done to improve things.
Tracey's reply
Hi Lyn - Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
A lot of small pension arrangements
How has Tracey Bromley helped you?
Brought everything under one roof
Have you seen the outcome you were hoping for?
Only one year but everything seems good
What could they have done better?
Nothing
Tracey's reply
Hi John Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in South Yorkshire
What were the circumstances that caused you to initially look for an adviser?
to gain some reassurance
How has Tracey Bromley helped you?
provided a good pension plan for me and my co director
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Tracey's reply
Hi Mark Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Consolidating pensions
How has Tracey Bromley helped you?
Very informative, friendly, unbiased advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cannot think of anything
Tracey's reply
Hi Martin Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Pensions all over the place
How has Tracey Bromley helped you?
brought together and asked my opinion on strategy for investment
Have you seen the outcome you were hoping for?
Too Early to tell however the signs are good and I feel confident with Tracy
What could they have done better?
Nothing , all went well . better than expected
Tracey's reply
Hi Stuart Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement with several small pension pots.
How has Tracey Bromley helped you?
Optimising the returns from the above mentioned pensions to suit my lifestyle and requirements whilst minimising tax on my payments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No much to be honest, I've found Tracey to be an approachable and knowlegable person in her field and I would recommend her services to anyone in a similar position to me.
Tracey's reply
Hi John Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
A change in family circumstances and a need for independent advice
How has Tracey Bromley helped you?
Quickly established our needs by being so personable. She was very understanding of the sensitive nature of our circumstances and she only gave advice and suggestions totally appropriate to our situation.
Have you seen the outcome you were hoping for?
Yes and developed a long term, trustworthy and highly supportive person in the process.
What could they have done better?
N/a
Tracey's reply
Hi Nick & Louise Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Time to seriously consider how to best save to enable early retirement.
How has Tracey Bromley helped you?
Tracey provided some stright-forward simple to understand advice following a review of my wife and my various pensions. This has helped provide some peace of mind that I will be able to retire...
Have you seen the outcome you were hoping for?
Yes - the report has been very helpful, and made things much less complicated..
What could they have done better?
Appreciate all the support provided, no comments at this stage in terms what could be better...
Tracey's reply
Hi David & Jayne Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. I hope Rachel's settled in well and enjoying her new role! Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
To help me with my pensions and investments.
How has Tracey Bromley helped you?
She took over the running of my pension and helped me cash it in.
Have you seen the outcome you were hoping for?
Yes everything has been explained and sorted out for me.
What could they have done better?
No Tracey has done everything I’ve asked for.
Tracey's reply
Hi Cheryl Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
How to manage all my financial issues
How has Tracey Bromley helped you?
Positive advice and total understanding.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tracey's reply
Hi Julia Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
I asked Tracy to look at my long term pension plan to make sure it was going to meet my needs as I approached retirement
How has Tracey Bromley helped you?
With my consent Tracy contacted the company to get a full picture of the policy that I had been paying into for nearly 40 years.Tracy found out that this policy was not what I thought and it would not have given me or my family an income, which was very worrying.
Have you seen the outcome you were hoping for?
Tracy has arranged for the money I have saved over the years to be relocated into a suitable place to ensure it gives me not only an income but peace if mind that my family will be financially secure
What could they have done better?
Tracy could not have done more, she went the extra mile to make sure my money was in the right place to work for me enabling me to enjoy my retirement without financial concerns, she also follows this up with a regular letters, her after care service make me feel that my money is safe and I have someone to call should I every need it.
Tracey's reply
Hi George & Jan Thank you very much indeed for taking the time to complete the review on my behalf; I really do appreciate your feedback and look forward to working with you in the future. Best Wishes, Tracey