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
Perspective (Oxon) Ltd, Registered in England and Wales No 4770494. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (Oxon) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (Oxon) Ltd is a subsidiary of Perspective Financial Group Ltd.
Visit the link below for more information on our Privacy Notice.
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123
Perspective Financial Group Ltd are the data controllers of any personal data you provide to us on this form. For further information on how we use your personal data, please click here to see our Data Protection Statement.