Woodstock
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.
Check out Tracy’s VouchedFor profile here.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
