Tracy Simpson Financial Planning

Independent Financial Adviser  Bridgewater Place, Leeds, LS11 5BZ
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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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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Equity release
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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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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Corporate pension
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Group ISA
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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
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
About us

Welcome to Tracy Simpson Financial Planning - Helping you to meet your current aim and on track for the future.

Getting financial advice can be daunting, having to divulge one of the most private areas of your life to someone you hardly know. Lots of clients worry they have little knowledge and experience of financial planning, or that it is all just to complex and end up taking the easy solution rather than what's right for them. If you are seeking financial advice for the first time then my service is just what you need.

My client based core values ensure the service you receive meets the sole purpose of helping you reach your financial aims and objectives whatever stage of life you are at:

•Helpful
•Simple
•Engaging
•Respectful
•Understanding
•Transparent

I am an Independent Chartered Financial Planner and a Fellow of the Personal Finance Society which is the highest accolade and shows my commitment to gaining extensive knowledge. This ensures you receive advice from someone with the highest level of knowledge in a wide range of areas to help you on your financial journey wherever you are.

Our services

• Helping you to fully understand how you can arrange your finances to give you financial freedom
• Building trusting relationships to be there for you when you need help
• Engage with you at a level you can understand
• Giving you the information to help you make informed choices
• Simplifying complex areas to make you feel better about your financial future
• Keeping you updated throughout your journey.

Where to find us
Head office address: Bridgewater Place, Water Lane, Leeds, LS11 5BZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    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.

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

Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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