0330 038 8939
Based in Woodstock
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FCA status: Certified by Firm
Tracy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tracy's status
Last checked: 09 May 2025
Tracy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tracy's status
6
Recent Client Reviews
Tracy has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tracy has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Tracy has not yet added their qualifications to their profile
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Tracy has not yet added their qualifications to their profile
Transparent Fees
Tracy has not yet added their fees to their profile
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Tracy has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tracy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tracy's status
Last checked: 09 May 2025
Tracy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tracy's status
6
Recent Client Reviews
Tracy has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tracy has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Tracy has not yet added their qualifications to their profile
Qualifications not yet added
Tracy has not yet added their qualifications to their profile
Transparent Fees
Tracy has not yet added their fees to their profile
Fees not yet added
Tracy has not yet added their fees to their profile
Tracy has over 20 years’ experience working as a Financial Planner. She started her career in 2002 with HSBC, having completed her degree in Finance and Law. Then she worked in Bancassurance until 2015, when she left to start her own IFA business, then joined the team at TCS Life and Pensions in 2017. TCS Life and Pensions took the decision to become part of Perspective Financial Group Ltd in 2022 where Tracy continues to help clients achieve their financial and life goals through careful financial planning and regular reviews. Tracy enjoys looking after a portfolio of clients and providing advice on all areas of financial planning to both private and corporate clients.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tracy's clients
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