We have you covered, simply scroll down for more information
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.
Having lived in Pye Nest, Sowerby Bridge most of her life, Tracey prides herself on finding customers through word of mouth then building relationships that really last. Having just opened her new office at The Old Mill Boiler Room on Wharf Street, Sowerby Bridge, Tracey is also well placed to call in for a free initial meeting.
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.
EXCELLENT Based on 59 reviews Sarah Williams3 May 2025Trustindex verifies that the original source of the review is Google. I could not be happier with the service Tracey provided for me. Tracey is incredibly knowledgeable about mortgage and life insurance products and was able to assist me in finding the ideal products. Tracey is communicative, thorough, and professional. I will be recommending Tracey to anyone who needs a mortgage product, and I will certainly use Tracey's services again in the future. Adam Standeven8 April 2025Trustindex verifies that the original source of the review is Google. Great service, friendly and all the knowledge, Tracey made things very easy. Would highly recommend. tilly reed31 March 2025Trustindex verifies that the original source of the review is Google. Tracey was invaluable in our experience as first time buyers. From our first phone call, throughout the process and right up to completion she has been fantastic. She has explained everything so well and has met with us multiple times along the way to ensure everything runs smoothly. Tracey was always available via phone and email. We really appreciate it Tracey and we’ll be back next time! charlotte haskins28 March 2025Trustindex verifies that the original source of the review is Google. Tracey is wonderful! She helped us get everything sorted so easily and no question we asked was a silly one! She was super efficient and I couldn’t be more grateful for her help in getting our mortgage and insurance sorted. Thank you so much :) siobhan foley3 March 2025Trustindex verifies that the original source of the review is Google. Tracey is 5 stars and more. We cannot thank her enough for all the help and support of a very long winded and complexed remortgage ! From start to finish Tracey has been there for us, answering all questions, offering advice and going above and beyond to help us get everything over the line. Would highly recommend! Professional all the way and just truly brilliant ! Thankyou 🤩🤩🤩 Trinity Baguley19 December 2024Trustindex verifies that the original source of the review is Google. As first time buyers Tracy went above and beyond to explain the whole mortgage process and the different options available. She was quick to respond to questions and made the process very easy. I would highly recommend Tracy to first time buyers as she was only ever a phone call or email away. Belinda Mclean16 December 2024Trustindex verifies that the original source of the review is Google. I was recommended to speak to Tracey about my mortgage by my friend who had had a good experience with her previously.I found her to be very helpful, responsive and friendly. She did exactly what I needed and even changed my mortgage offer to a better one at short notice. I would definitely recommend her to anyone who wants a good service. Thank you Tracey you made it as easy as it can be! Josh Brennan16 December 2024Trustindex verifies that the original source of the review is Google. Couldn't praise Tracey more, so helpful and always there to answer any questions instantly, I was a first time buyer and she couldn't have done more for me to make things run smoothly. Really does go above and beyond! 10/10 Claire Bottomley17 November 2024Trustindex verifies that the original source of the review is Google. Tracey is not only effective, highly efficient and professional, she is also very friendly. Nothing is too much trouble. I will certainly be making use of her skills again and I highly recommend her. Excellent! Oliver Thomson11 September 2024Trustindex verifies that the original source of the review is Google. Excellent service both when buying the house and when the time came to remortgage- Tracey contacted me first and got everything sorted, finding me the best deal with the minimum done by myself- would highly recommend to anyone looking to buy or remortgage.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more