I took financial advice several years ago for multiple reasons, predominantly driven by the fact that I was getting married and needed to consider all aspects of financial planning with the aim of achieving a worthy retirement plan and to deal with whatever else life incurred in the interim. I’ve been a client of Tracyann’s for 20 years and have valued her advice across multiple topics, including mortgages, retirement planning, will writing and funding of private school fees.
Tracyann’s advice has been invaluable and unbiased, resulting in significant financial advantages. Her style is what matters. She is an expert in her field, I regard her as an adviser and also a friend who is able to articulate the nuances of finance in a simple and uncomplicated way. There is no “hard sell” attitude and Tracyann talks from experience.
As a result of regular finance reviews with careful and creative planning for the “here and now” as well as the future, Tracyann has created financial security for my entire family, and I feel ready to address any unknowns.
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