Tracy Simpson - Independent Chartered Financial Adviser

28/09/2021

Are you on top of your pension planning?
It can be challenging to stay on top of your pension plans and know how to financially plan for retirement.
I'll be sharing my Top 10 Tips to get your retirement planning on track in two FREE webinars I'm holding this week, and there is still time to sign up.
Click here to choose your date: https://buff.ly/3BUIweW

26/09/2021

Do you know the different ways you can take your pension at retirement? Or even how much income you need when you retire?
If retirement and pension planning is on your mind, I invite you to join me for my Top 10 Tips webinar happening next week.
If you are looking for practical and straightforward information, click here to register:

In this informative online webinar I share my 10 Tips to help you get your retirement and pension planning on track.

26/09/2021

Do you know how much State Pension you will get when you retire?
If you want to know how to find out your state pension, plus my other Top Tips to get your retirement planning on track, join me next week for one of my free webinars.
I am passionate about helping people understand pensions and in this webinar I share my Top 10 Tips.

Hope to see you there.

In this informative online webinar I share my 10 Tips to help you get your retirement and pension planning on track.

25/09/2021

Do you know the tax allowances available for pension savings?
I expect your answer is no, but if you want to find out the answer to this and some of my other Top Tips for retirement planning I am holding free webinars next week.
Learn about retirement planning in a practical and straightforward way.
Hope to see you there.
Click here to register:

In this informative online webinar I share my 10 Tips to help you get your retirement and pension planning on track.

25/09/2021

Have you lost track of some of your pensions?
This can so easily happen when you move to a new job and change employers or even when you move house.
My Top 10 Tips to getting your retirement planning on track covers how to track down your lost pensions, plus more useful and practical information about pensions.
Click this link for more information and to register: https://bit.ly/3n8ynqI

In this informative online webinar I share my 10 Tips to help you get your retirement and pension planning on track.

24/09/2021

Do you find pensions and all the jargon confusing?
I am on a mission to help people understand their pensions and to plan better for their retirement.
I am holding two free webinars next week sharing my Top 10 Tips to get your retirement planning on track.
Click here for more information and to register:https://buff.ly/3BUIweW

Hope to see you there!

In this informative online webinar I share my 10 Tips to help you get your retirement and pension planning on track.

17/09/2021

Join me for my FREE webinar to help get your retirement planning on track.⠀
I'll share my Top 10 Tips. Click here for more info and to register: https://buff.ly/3BUIweW

17/09/2021

Do you have multiple pension pots or feel you've lost track of your retirement savings and planning?

Join me for FREE webinars where I will be covering a range of common questions that clients ask and some tips to help you get your retirement planning on track. It’s open to all where ever you are in your retirement planning journey and please feel free to send it on to friends, relatives and work colleagues.

Here's the link to register: https://buff.ly/3BUIweW

The webinar will cover:
1. How to calculate what you need to live on when you retire.
2. Understanding different pensions schemes and plans.
3. Why saving in a pension gets you extra money from the “tax man”
4. How claiming child benefits can you a higher income in retirement even grandparents.
5. How to find out how much state pension you will get.
6. How to trace lost pensions and cash savings.
7. Learn about the different ways you can take your pension at retirement.
8. Find out what your pension statements tell you.
9. How to make sure your loved ones get any pension benefits when you die.
10. How to check you are not being scammed out of your savings and if a financial adviser is regulated.

10/09/2021

In this informative online webinar I share my 10 Tips to help you get your retirement and pension planning on track.

09/09/2021

In times of uncertainty it’s easy to lose track of your long-term goals especially retirement planning that may seem a long way off.
To help you in some areas of retirement planning I’m doing a couple of FREE engaging online virtual events via Zoom.
In the webinar I am going to cover my top 10 Tips that can help get your retirement planning back on track.
So if you are looking for practical and easy to understanding information, this webinar is for you.
You can find out more information and register here:https://bit.ly/3n8ynqI

In this informative online webinar I share my 10 Tips to help you get your retirement and pension planning on track.

19/03/2021

**** Little Reminder**** Don't forget to do your Census2021.

Needs to be done by Sunday 21st March 2021.

Takes around 10 minutes - very easy.

03/11/2020

I am pleased to announce that I am now offering mortgage advice as part of my services.

Is your mortgage deal coming to an end? looking to move home? or buying your first home why not give me a call for a chat.