Tracy Bissett

Please provide a brief comment about your experience with Tracy

Very pleasant, friendly, efficient. Understood my needs completely. Offered various options for consideration.

What were the circumstances that caused you to initially look for an adviser?

My mother going into a home and my husband retiring

How has Tracy Bissett helped you?

She is patient and understanding and very knowledgeable in everything.

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing that I know of

Please provide a brief comment about your experience with Tracy

There was no experience - Tracy failed to contact me on both occassions. However I asked for an alternative adviser and was happy with their advice.

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We felt at ease with Tracy she explained herself really well took a lot of the stress away as talking about finances are not always easy .

Please provide a brief comment about your experience with Tracy

Tracy responded to my request promptly, spent an hour or so talking over the questions I had and outlining some possibilities. She will now undertake a fuller review for a flat fee and we will go from there.

Please provide a brief comment about your experience with Tracy

Never got in touch

Please provide a brief comment about your experience with Tracy

Tracy informed me that due to my circumstances I would have difficulty in getting the mortgage I would require. I have decided that I no longer require her service but appreciated her help in getting the advice I needed

Please provide a brief comment about your experience with Tracy

Tracy was very helpful and set my mind at ease

Please provide a brief comment about your experience with Tracy

Tracy took us through all the questions we'd need to answer for a mortgage application, and helped us consider options of which we hadn't thought. After our initial consultation, various mortgage options were presented to us quite quickly. Fantastic service so far.

Please provide a brief comment about your experience with Tracy

Tracy was really very helpful regarding my finances, l felt more at ease after speaking to her.

What were the circumstances that caused you to initially look for an adviser?

Due to retire, needed advise on private pension options.

How has Tracy Bissett helped you?

She advised me on what options i had , with my private pension fund.yes.

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Tracy

Tracy is lovely — we actually enjoyed a conversation about insurance. She brought up products and scenarios we hadn't considered, gave good advice, and — most importantly — really listened to us.

Please provide a brief comment about your experience with Tracy

She responded promptly and my meeting with her was extremely helpful. She was not thrown by my rather complex circumstances, but helped me get clarity about my options

What were the circumstances that caused you to initially look for an adviser?

After being married for a number of years and with our first child on the way we wanted a complete and comprehensive financial review into our financial affairs covering investments, life insurance and protection, mortgage and pension. We wanted to ensure we had the most competitive products from across the market which met our individual circumstances.

How has Tracy Bissett helped you?

Tracy initially took us through a comprehensive review ascertaining the current state of our financial affairs right from cash savings through to our pension and life insurance provisions. She also took the time to assess our appetite to risk and our working knowledge of financial products on offer to ensure the suite of financial products she would end up recommending were tailored to our individual circumstances. With review complete she then made a financial plan looking at the best options for a stocks and shares ISA, Income Protection in the event we can no longer work due to sickness, accident or permanent disability, Family Income Benefit in the event of our death as well as Life and Critical Illness protection. All protection products were also put into trust after Tracy explained the benefits in doing this. She finally also organised a new 5 year fixed mortgage after our current one was coming to an end and put my Stakeholder pension into a better performing fund. We now enjoy peace of mind as well as regular financial reviews to ensure the product we have still meet our needs and aspirations for the future.

Have you seen the outcome you were hoping for?

We now have much greater reassurance that the protection policies we have in place will ensure a sound financial future for our family should the worst happen. Also despite the ups and downs of the markets the investments in our stocks and shares ISA have performed admirably. The re-mortgage has also given us a considerable saving over what we were previously paying. The ongoing yearly financial reviews continue to give us the reassurance that the products we have continue to meet our needs. Everything we took out was clearly documented and Tracy helped us with the necessary paperwork. I’ve also found Tracy to be easily contactable to discuss issues which come up throughout the year via telephone or email.

What could they have done better?

The level of our protection policies were drawn up using a set budget, but it would have been useful to see how small alterations in that budget e.g. an extra £5/£10/£15 would have altered the protection levels available. It’s obviously quite difficult to gauge just how much you should pay for these policies at times.

What were the circumstances that caused you to initially look for an adviser?

Retired with large cash sum.

How has Tracy Bissett helped you?

Gave a variety of option with a range of risks.

Have you seen the outcome you were hoping for?

Yes so far.

What were the circumstances that caused you to initially look for an adviser?

Originally the reason was to sort out my various private pensions, but that was extended when I took early retirement to develop a retirement plan.

How has Tracy Bissett helped you?

She re-organised my private pensions into a single flexible pension product and offered advice in re-arranging some of my portfolio to suit my new situation. She also maintains a detailed record of my portfolio of investments including those I manage myself.

Have you seen the outcome you were hoping for?

Yes, all investments recommended by Tracy have performed very well in the last 6 years.

What could they have done better?

With changes in taxation on unearned income being implemented this tax year and next I am not sure we are fully on top of the situation, but this is partly my fault as well.

What were the circumstances that caused you to initially look for an adviser?

I found that I had lost track and management of the financial products that I had purchased over a number of years and circumstances had changed with my pensions, etc and I wanted an advisor to review the situation and advise going forward. I also wanted a single point of contact for future financial product advice and management.

How has Tracy Bissett helped you?

Tracy reviewed all products, queried my circumstances & expectations. Where possible products have been consolidated or changed to best suit my needs with a longer term strategic view in place. Full explanations were given on why a change of product was required and more relevant.

Have you seen the outcome you were hoping for?

Most definitely. I now have control and visibility of all products and am fully aware of my product portfolio, giving me confidence and satisfaction for the future. I have been able improve quality and value on some products through Tracys analysis and knowledge of the financial product marketplace.

What could they have done better?

I sincerely have no suggestions to make. Fully satisfied on the service given

What were the circumstances that caused you to initially look for an adviser?

Inherited her from previous adviser.

How has Tracy Bissett helped you?

Tracy clarified our financial position before giving us advice on how to invest for the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We have always felt she explained everything very well and met our requirements.

What were the circumstances that caused you to initially look for an adviser?

My wife and I were in need of help with forward planning leading up to retirement, with identification of pension plans, advice on additional requirements, including pension transfer etc.

How has Tracy Bissett helped you?

She did what was required.

Have you seen the outcome you were hoping for?

Early days.

What could they have done better?

I'm happy with Tracy's input.

What were the circumstances that caused you to initially look for an adviser?

Advise required on investments.

How has Tracy Bissett helped you?

She gave us all the information we needed to make our decision.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Everything was done perfectly.

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement.

How has Tracy Bissett helped you?

Conducted risk assessment, researched market and made recommendations, and took agreed action.

Have you seen the outcome you were hoping for?

Yes, so far.

What were the circumstances that caused you to initially look for an adviser?

Recently divorced and received lump sum. Also had many small policies which Tracy streamlined and consolidated into a pension pot.

How has Tracy Bissett helped you?

Tracy streamlined my finances and helped me understand better. This led me to being able to retire this year.

Have you seen the outcome you were hoping for?

Results better than I expected!!.

What were the circumstances that caused you to initially look for an adviser?

We were at the stage of life that pensions and mortgages were nearing the end and a change of work circumstances.

How has Tracy Bissett helped you?

she was wonderful at explaining things in easy terms and broke down everything in detail that is was very easy to understand.

Have you seen the outcome you were hoping for?

Yes we are amazed at what could be done beneficially to us and it is all thanks to tracy. It has taken the pressure and the worry off of us now that we have such a wonderful financial advisor.

What could they have done better?

I cannot think of one thing that I would change or that I am not happy with. Absolutely delighted.

What were the circumstances that caused you to initially look for an adviser?

Bereavement and wanting to retire earlier than planned.

How has Tracy Bissett helped you?

Tracy steered me through a very difficult time in my life and has helped me to achieve an early retirement to enable me to spend more time with my much loved grandson. She also helped me with a house purchase and investing the proceeds from my former home.

Have you seen the outcome you were hoping for?

Yes I have and hopefully this will continue to be the case in these difficult times we live in at the moment.

What were the circumstances that caused you to initially look for an adviser?

Transfer of Pension funds.

How has Tracy Bissett helped you?

By setting up transfer of a pension from a previous employer into a Prudential growth fund.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Tracy could not have been more helpful and efficient in this process, guiding me through the pros and cons of the various options available to me.

What were the circumstances that caused you to initially look for an adviser?

Selling our flat and buying a house whilst expecting a second child.

How has Tracy Bissett helped you?

She took care of everything.

Have you seen the outcome you were hoping for?

Definitely.

Please provide a brief comment about your experience with Tracy

She did not bother to reply

Please provide a brief comment about your experience with Tracy

Tracy is very easy to commucate with and clear and concise in explaining various options

Please provide a brief comment about your experience with Tracy

I am still awaiting her call!

Please provide a brief comment about your experience with Tracy

She was very clear about the services she could provide, and gave us excellent advice to progress with our financial plan. We will definitely consider using her services in future.

Please provide a brief comment about your experience with Tracy

We have had an introductory meeting with Tracy so far and she has been very helpful, professional and easy to deal with. She has taken all our details and is working on some financial and mortgage solutions for us at the moment. I am hopeful that she will

Please provide a brief comment about your experience with Tracy

Had an initial conversation with Tracy, all reasonably good. Still waiting for her to get back to me with more details.

Please provide a brief comment about your experience with Tracy

Really constructive and holistic and personalised financial advice, clearly presented in a friendly and helpful way.

How has Tracy Bissett helped you?

Great down to earth information, in a way that even a pension novice can understand - I actually got quite excited by pensions once I understood it all! The follow up needed to be quick and it was, and everything was in place so quickly plus I simply sat back and let it happen.

What could they have done better?

No feedback on this as availability was good, location good, speed, knowledge were all what I required.

Please provide a brief comment about your experience with Tracy

Prompt response with clear and simple advice along with follow up contact

How has Tracy Bissett helped you?

“Tracy Bissett APFS (Chartered) impressed us with her efficient, professional manner – an approach that not only inspired confidence, but generated the results we were looking for. “We needed an effective solution to the implementation of company / employer insurances and employee benefits. By partnering with Nexus, we have been able to consistently obtain the very best employee benefit package as well as company insurances. “Because of Tracy’s years of experience and expertise, Nexus has been able to provide the very best in pension plans, employee benefits and cost effective employer insurances. Their database of providers within the industry, their vast expanse of knowledge of the products, ensured our employees receive the best. “Nexus is extremely helpful, knowledgeable and has efficient and friendly staff. Our experience with Nexus Wealth Planning Ltd. confirms to us that we’ve partnered with a true leader in the financial industry.”

What could they have done better?

The service that nexus provide is second to none.

How has Tracy Bissett helped you?

Tracy has been involved with our Company Pension Scheme for over 10 years, and I have been witness to her professional development from a Pension Administrator through to a full-blown Wealth Administrator & Company Owner/Director. She possesses the ability to communicate with all levels of staff, which is essential when dealing with a Company Scheme where salary levels and personal circumstances vary greatly. She also has proven expertise in providing tailor-made options when members have specific needs and risk requirements. I would have no hesitation in recommending Tracy as a Pension Advisor, in fact, I would STRONGLY recommend it !!!

How has Tracy Bissett helped you?

I have trusted my investments with Nexus for over a year and have found Tracy to be trustworthy, reliable and of good judgement. She has also been very helpful in advising on other matters. I would have no hesitation in recommending her.

How has Tracy Bissett helped you?

Nexus Wealth Planning has supported our business through some major changes and their professional approach has been invaluable. I have found that they always support the Bank in an open and honest manner and never fail to obtain the best results for us in a challenging environment.