Tracy Simpson Financial Planning
Initial consultation free
Independent
Getting to know you, your family and your goals. Simple and transparent advice personalised to you, by a Fellow of the Personal Finance Society and Chartered Financial Planner.
We can advise you on
Clients
helped
88helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MISS Tracy Simpson
Independent Chartered Financial Planner
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Tracy Simpson Financial Planning is a trading name of Tracy Simpson Financial Consultancy Ltd which is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (<url hidden>) under reference 912728. Registered office: 2303 Bridgewater Place, Water Lane, Leeds, LS11 5QB. Registered in England and Wales Number: 12098125
Legal information
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