For navigating the mortgage minefield, everyone needs their very own Tracey. With over twenty years’ experience in the financial compliance sector, she’s now using her numerical expertise and meticulous attention to detail to find the perfect mortgage and protection products for anyone who needs them. A Calderdale local, Tracey prides herself on finding customers through word of mouth then building relationships that really last.
As an independent adviser, Tracey has the whole of the market at her fingertips, so you enjoy the peace of mind that comes from knowing you’ll get the very best products for your circumstances. She also loves to help people, and is determined to bring genuine clarity to a notoriously confusing area of personal finance – great if you’re easily baffled by money matters. Whether you need a new mortgage, a remortgage, some mortgage or income protection, or life or critical illness cover, she’ll explain the ins and outs until she’s confident you understand them. Next, she’ll scour the market for those products and deals that offer all the right features at all the best prices, before guiding you through every step of the application.
Of course, Tracey is trained and accredited to carry out her mortgage and protection work, being qualified with the Chartered Institute of Insurers. She’s personable and patient too, which goes a very long way when it comes to holding your hand through some of life’s most important decisions and processes. And if you want to talk about any savings, investments or pensions while you’re at it, she can even refer you to her colleague, Andrew Heptinstall, in the office right next door.