Quilter Financial Advisers

Restricted - Whole of Market  Stret Dor Wartha, Exeter, Devon, EX1 1AA
First meeting at adviser's own cost
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Income tax
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Tracy Wood
Financial Planning Consultant

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.

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

Accreditations
Certified Financial Planner
What our clients say
Tracy has been amazing - professional with a personal touch!! Can't rate her highly enough. 5☆ service.
Mrs W, Scotland
Tracy was great. Application for the mortgage was easy and everything was finished in a very short space of time. I would highly recommend.
Jonny, East Midlands
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.
Karen, South West
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.
Elaine, North West
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.
Rebecca, South East
About us

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.

Our services

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
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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