Tracy Yeomans

Tracy Yeomans

Ryley Wealth Management Ltd

Minimum savings/pensions: Any amount

0115 774 0279
Based in Nottingham
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Top Rated 2025
Verified since: September, 2021

4.9 out of 5

190 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 March 2025

    Tracy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 53

    Recent Client Reviews

    Verified reviews: 100%

    Tracy has received 53 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Tracy has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Tracy has not yet added their fees to their profile

  • 11

    Positive First Impressions

    82% of users who are not yet clients had a positive first experience with Tracy

    82% of VouchedFor users have had a positive (4 or 5 star) first experience with Tracy (based on 11 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 March 2025

    Tracy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 53

    Recent Client Reviews

    Verified reviews: 100%

    Tracy has received 53 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Tracy has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Tracy has not yet added their fees to their profile

  • 11

    Positive First Impressions

    82% of users who are not yet clients had a positive first experience with Tracy

    82% of VouchedFor users have had a positive (4 or 5 star) first experience with Tracy (based on 11 first impressions)

Tracy has worked in financial services for over 20 years and joined Ryley Wealth Management in 2019 to continue assisting private clients with their wealth management needs. Dedicated to providing a clear, structured and tailored financial planning service to her clients, Tracy works with directors, professionals and retirees to help them achieve their goals in life. Driven to supporting her local community, Tracy enjoys spending time with her family and you will see her out and about in her hometown, attending events or picking up DIY supplies. Her ever more ambitious renovation projects over the last six years have seen her transform her family home. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 26/01/2023

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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