About

  • My name is Tracy Redshaw and I have been providing clients with bespoke, financial advice for the past 20 years. I have been within the Financial Services for over 30 years.

    I believe that I have been successful for a number of reasons. I have been dedicated to giving highly individual advice that is entirely focused on my clients’ specific circumstances and needs. By always ensuring I am aware of the ever-changing developments within the financial services industry I have been able to offer the most suitable products combined with tailored advice to my clients.

    What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.

    I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims – from their first protection plan, right through into retirement and all the investment decisions along the way.
    Of course, every client is unique, and so my approach is entirely personal; my aim is to get to know each individual and to understand what’s important to them. I have excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that my clients can also benefit from a network of trusted professionals.

  • In addition, it’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current “Statement of Professional Standing” (SPS Certificate).

    This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to remain up to date with the ongoing changes to taxation and regulation within the industry. My SPS Certificate provides positive re-assurance to my clients that not only am I authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and up to date.

    Give me a call when you’re ready to talk about your personal financial needs.

  • About Tracy

    Tracy is a Chartered Financial Planner and
    holds a Statement of Professional Standing (SPS).

    I am proud to have achieved Chartered Financial Planner Status.

    What Is Chartered Status?

    Chartered status is basically a symbol of technical competence. It shows that an adviser is at the forefront of their profession, signifies a public commitment to professional standards, and it also serves as a mark of trust with consumers, employers and business connections alike. A Chartered title can be given to individuals and organisations that meet the strict qualifying criteria.

    In order to meet the criteria, you’ll need over five years’ experience and a Level 6 Advanced Diploma. Both the CII and LIBF offer a Level 6 Advanced Diploma (equivalent to an Honours degree) which is widely accepted as the gold standard level of qualification for Financial Advisers and those in related roles.

    You can click on the logo above to see why Chartered status matters.

  • Tracy’s Qualifications

    Chartered Financial Planner APFS

    • (AF1) Personal tax and trust planning
    • (AF5) Financial planning process
    • (AF6) Senior management and supervision
    • (AF7) Pension transfers
    • (AF8) Retirement income planning
    • (FP1) Financial services and their regulation
    • (FP2) Protection, savings and investment regulation
    • (FP3) Identifying and satisfying client needs
    • (J01) Personal tax
    • (R01) Financial services, regulation and ethic
    • (R05) Financial protection
    • (R06) Financial planning practice
    • (CF6) Mortgage Advice
    • Certificate in Life and Pensions
    • CII Financial Planning Certificate
    • CII Level 3 Certificate in Mortgage Advice
    • CII Level 4 Diploma in Financial Planning
    • CII Level 6 Advanced Diploma in Financial Planning
    • Life & Pensions Foundation Certificate