Quilter Financial Advisers
Tracy offers a free initial no obligation financial review service which can cover pensions, investments, retirement planning, mortgages and protection
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Last authorised 21st September 2020
Meet our advisers
Financial Planning Consultant
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
DipFA - Diploma for Financial Advisers (LIBF)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
What our clients say
Tracy has been amazing - professional with a personal touch!! Can't rate her highly enough. 5☆ service.
Tracy was great. Application for the mortgage was easy and everything was finished in a very short space of time. I would highly recommend.
Tracy helped me review my mortgage and saved me a lot of money she is great to deal with and made the whole process so easy i would definatly recommend.
This lady is beyond fabulous she has worked hard to help me achieve my dream of my very own house at 58 and after an illness. Her patience support and commitment to getting my mortgage sorted for me was beyond words .... She has gone above and beyond.
Tracy was fantastic. She listened to my families needs and thoroughly investigated the options available to us. It enabled me to make a well informed decision that I felt very comfortable with. Thank you very much Tracy.
We’re proud to be part of Quilter. It means we belong to the largest financial advice network in the UK (Quilter Financial Planning), which in turn is owned by Quilter plc, a leading wealth management group of companies in the UK and internationally.
Tracy is a fully qualified financial planning consultant based in Cornwall who is passionate about creating long term relationships with her clients so that she can create bespoke financial solutions to help reach their long term financial goals. She always strives to provide a simple but effective approach to financial planning. Any financial plan prepared for a client will be jargon free and easy to understand so that you can make an informed decision.
Where to find us
Head office address: Stret Dor Wartha, Nansledan, Newquay, Cornwall, TR8 4RS
Minimum wealth (income/assets)
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.