How we go above and beyond to help you.
"Understanding your financial situation and asking for help can feel stressful, which is why our financial process is broken down into 6 simple steps.
I (Tracy) will meet with you to establish your circumstances, concerns and well as your goals and life aspirations. This is done in person, virtually or over the telephone.
The TJD team gather your personal and financial data that is relevant to evaluate any financial risks and gives us a clearer picture of how we can help.
We then draft a personal report for you that includes our recommendations and a variety of different financial strategies to choose from to get you to where you need to be. Don't worry, we will walk you through each one to come to the right decision.
After we have examined and agreed on the ideal strategy, we help you create a plan over a set period. Each stage in your customised plan will give you clear objectives to help us reach your goals.
All our clients get the opportunity to meet with us regularly to check in on your progress and the next steps in your plan.(Or just to answer any follow-up questions over a friendly cuppa.)
Take a look at our Google Reviews.
Find out what our clients say about us and me as Head Financial, Mortgage and Protection Consultant.
Tracy Jean Dove (TJD) was recommended to me as an adviser who cares about her clients. She took the time to establish what my intentions were for my retirement plans and explore my willingness to take risks in my investments. Her process was informal, relaxed, professional and informative. It gave me a clear understanding of how I could achieve my desired results.
- Steve Ferguson
I want to take this opportunity to say thank you for your professional, courteous and swift response in helping me with my financial affairs. I would have no hesitation in recommending anyone to your company. Tracy and her colleagues are a credit to the company and will use you in the future.
- Andy Swaine
I recently had the pleasure of working with Tracy Dove as my mortgage broker, and I can't recommend her highly enough. Right from the beginning, Tracy stood out with her in-depth knowledge of the financial industry. She was not only responsive and professional but also extremely helpful. She turned what could have been a stressful journey into a smooth and rewarding experience. Thank you, Tracy!
- Yasmin Hassabu
Just a short review to thank Tracy for arranging the equity release on my property, and going the extra mile on keeping on top of all the hiccups along the way,
- Mike Matcham
TJD Financial Services Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Membership Number: 1014457
Registered number 13690787