0115 774 0279
Based in Nottingham
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FCA Regulated
Last checked: 20 January 2025
54
Recent Client Reviews
Verified reviews: 100%
Restricted Financial Adviser
Last checked: 23 September 2024
Qualifications Uploaded
Qualifications not yet added
Transparent Fees
Fees not yet added
11
Positive First Impressions
82% of users who are not yet clients had a positive first experience with Tracy
Tracy has worked in financial services for over 20 years and joined Ryley Wealth Management in 2019 to continue assisting private clients with their wealth management needs. Dedicated to providing a clear, structured and tailored financial planning service to her clients, Tracy works with directors, professionals and retirees to help them achieve their goals in life. Driven to supporting her local community, Tracy enjoys spending time with her family and you will see her out and about in her hometown, attending events or picking up DIY supplies. Her ever more ambitious renovation projects over the last six years have seen her transform her family home. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 26/01/2023
£375,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tracy's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
Review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After not returning to work following the birth of our son for a period of time, and then going into self employed work, I was no longer paying into a pension scheme and hadn't been for a little while. I was looking for something that would allow me to save for my future long term so that when it came to retirement, I had some money I could draw on. I also wanted to look at some long term savings for my son so he could have a lump sum of money when he's older to help him get on the property ladder etc. My husband is also self employed and has his own business so we needed to look at business protection too.
How has Tracy Yeomans helped you?
Tracy came to see us at our home and discussed all our options with us. She went through how the stocks and shares ISA's worked and the potential risks of these. She also went through the different risk levels of low, medium and high etc. for the ISA to see where it was best for us to invest. She also discussed our budget and made suggestions on how best to distribute this as I originally wanted to pay more into my sons than my own! She also helped my husband put some business protection in place so our family is protected if anything was to happen. Tracy explained everything thoroughly and made things sound so simple. We trust her implicitly!
Have you seen the outcome you were hoping for?
Yes - it was exactly what we were looking for and more.
What could they have done better?
Absolutely nothing!
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Review on Pensions and savings
How has Tracy Yeomans helped you?
Review my current portfolio ,pensions and request info from my accountholders
Have you seen the outcome you were hoping for?
At present still reviewing and will have an outcome way /forward in the near future
What could they have done better?
All advice etc well done in a professional manner
Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance payment
How has Tracy Yeomans helped you?
Invested and advise us to get our money working for us
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Funds/Pensions required investing
How has Tracy Yeomans helped you?
Tracy has given valuable ongoing advice in relation to my investments
Have you seen the outcome you were hoping for?
Yes I am very happy with the outcome
What could they have done better?
The investments have done very well according to the level of risk
Review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a lump sum that I was looking to invest and was introduced to SJP by a family member
How has Tracy Yeomans helped you?
With general advice and guidance
Have you seen the outcome you were hoping for?
Have been relatively satisfied.
What could they have done better?
Happy with the situation over the period I have had dealings with Tracy
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