Financial & Mortgage Adviser in Laindon & Exeter

Tracy Dove

Financial Consultant, Mortgage Broker & Protection Adviser in Laindon & Basildon, Essex and Exeter, Devon

Career

I started my financial services career working for several well-respected financial institutions, including Natwest Bank, Woolwich Building Society, and the Countrywide Group. During this period, I built up a wealth of knowledge about the mortgage market, which enables me to provide bespoke advice to my clients today.

Building long term relationships with my clients allows me to create personalised financial planning solutions. My client’s needs are central to everything I do, as it allows them to achieve their desired outcomes. This can include moving home for the first time, or providing appropriate investments for retirement income.

Qualifications

If you choose me to provide financial advice, take comfort that I always continue to broaden my learning and keep up to date with financial regulations and the financial press. My qualifications include the Diploma in Financial Planning (Dip PFS), the Advanced Certificate in Mortgage Advice and Practice (Adv CeMAP), and the Certificate in Regulated Equity Release (CeRER).

Specialisms

I have been a qualified financial adviser and mortgage broker for many years, and I work closely with my clients to help them to explore their needs, aims, risk profile, goals, and objectives. As I provide the full range of financial planning advice and mortgage advice, I can create effective financial solutions for my clients. No two clients are alike, and all my financial planning recommendations are customised.

I provide specialist advice on:

• Wealth Management
• Pension Advice
• Retirement Planning
• Mortgage products
• Protection Planning – including critical illness, life assurance and income protection

Interests

I have always been interested in many sports and played competitive football, although I am sadly only an avid fan now. Football has been replaced by golf and I now play for a local lady’s team. When I am not on the golf course, I enjoy spending time with my family and two dogs, a very soft Spaniel and a mad Cavachon.