Meet Tracy
Fee-free, specialist protection advice across income protection, critical illness, life cover, private medical insurance, mortgage protection, employee benefits and business owner cover.
Hi, I'm Tracy, your very own Protection Angel. My role is to understand what matters most to you and help you build financial resilience if the unexpected happens. This isn't a simple transaction, it's a partnership. We'll work together to identify your priorities and find the best ways to protect them, and it all starts with a simple conversation.
How the process works
A free discovery chat
First we have a relaxed one-to-one, by phone, video call or in person, to review your current needs and any existing cover. There's no obligation and no fee.
Research and recommendations
As an independent adviser I can reach policies and services you couldn't access on the open market. I review the whole market and recommend the products best suited to you.
Setup and ongoing reviews
Once you're happy to go ahead, I set up your chosen policies, then we stay in touch and review your cover as your priorities change or grow.
A little about me
I've worked in financial services since I was 19, and helping clients protect themselves and the things they care about has always been my focus. Understanding you and building a relationship that adapts as your life changes is something I truly value. I specialise exclusively in protection. It can feel confusing, with a lot of options, which is why I always give clear, jargon-free advice to individuals, families and business owners, including many self-employed professionals. Protecting you is the goal, and working out how best to do it is my strength.
What you get with Tracy
A free discovery call
A no-obligation 1:1 to review your needs or existing cover.
Fee-free advice
Specialist advice at no cost to you. I'm paid by the providers, not by you.
Adviser-only options
Access to policies and services only available through a qualified adviser.
Ongoing reviews
We stay in touch, with regular reviews as your life changes.
A trusted network
Introductions to trusted specialists for mortgages, pensions and wills when you need them.
Protection Angel Limited are not authorised to provide advice on mortgages, wills & pensions, these will be referred to a trusted third-party adviser.
Financial advice without the jargon
I'm fully qualified and hold Chartered Financial Planner status, a level of professional recognition held by only a small percentage of advisers in the UK. My role is simple: to give you clarity, confidence and peace of mind. No jargon, no pressure, just expert, specialist advice built around you, your family and your future.