Tracy Simpson Financial Consultancy Ltd
Water Lane
Leeds
West Yorkshire
LS11 5BZ
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(461598) 2 Plan Wealth Management Limited
I am an Independent Chartered Financial Adviser and a Fellow of the Chartered Insurance Institute which ensures you are getting advice from someone who is committed to continuous learning at the highest level.
It can be difficult to divulge the most private area of your life to a stranger, but rest assured once you start the journey you will enjoy learning and understanding more about your finances, helping you to keep on track to meet your aims and objectives.
I am qualified and regulated to offer advice in the following areas:
Savings and Investments
Saving for Retirement
Taking Retirement Benefits
Long Term Care
Equity Release
Life Insurance to protect your assets and your wealth.
I am very passionate about helping women become financially resilient and I am an ambassador for the Chartered Insurance Institutes (CII) "Insuring Women’s Futures” campaign and offer free workshops in the workplace or educational establishments to help educate people further about their finances.
I have personal experience of dealing with Huntington’s Disease, a degenerative illness with mental and disability impairments. I fully understand the financial and emotional complexities of caring for someone and the financial impacts that this brings to families.
Tracy Simpson Financial Consultancy Limited is an appointed representative of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.
Registered address: 3rd floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Telephone: 0113 302 1360. Registered in England Number: 05998270.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.