View Tracy's...
Qualifications
Tracy’s role involves…
Tracy is a qualified accountant and a financial planner, so she has plenty of experience in business planning alongside pensions and investments. She enjoys working with business owners planning through to retirement and beyond.
What are the three things you love most about your job?
Building long-term relationships, helping my clients achieve their goals (both short and long term), and continuing to learn and share my knowledge.
When Tracy’s relaxing
Tracy enjoys being in the great outdoors and loves to go walking and camping with her family. They are also huge fans of live music, and they try to see as many bands as possible.
Tracy in numbers...
2
amazing daughters
63
miles trekked for charity
9
VW campers owned
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
Production
