Tracy Wood on Clubhouse

Bio

Financial Planner

Specialise in empowering women to really take control of their finances 😊

I can help you if

⭐️ you need mortgage advice

⭐️ you need to ensure that you are financially protected in times of illness or death both personally and for business

⭐️ investments (from ISA’s to the more complicated stuff for you and the children)

⭐️Pensions (starting off, making sense of them or helping you transfer all the old ones into a new pot)

⭐️ Retirement planning (making sure that you are on target to be able to do what you would like to do in retirement)

⭐️ Inheritance Tax planning (making sure that you do not pay any more tax then is absolutely necessary from your legacy)

There is a misconception that only well off people can afford to have financial advice. Well that is really not true, it is not as expensive as you may think and there are lots of different ways to deliver financial advice in a way that is tailored to you as an individual. It’s not a one size fits all.

All initial appointments are always Free and without any obligation whatsoever.

Would love to chat to you 😊

📧 [email protected]
☎️ 07500 495688