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.
Telephone
01993 813500
Based
1 The Quadrangle
Woodstock
Oxon
OX20 1LH
Telephone: 01993 813500
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