Tracy Gannon joins Financial Adviser Deb Nolan in the Lonsdale Leeds Office

Friday 24 July, 2015

After achieving a BTEC National Secretarial qualification, Tracy joined the Halifax Building Society in 1985 as a full time secretary/cashier. While working at the Halifax she passed her financial planning qualifications, and became a financial adviser in 1991 helping personal clients meet their longer term financial goals.

Tracy left the Halifax in 2001 and joined the Royal Bank of Scotland to perform the same role but expanded her knowledge to include business clients. After moving to the Yorkshire Bank, Tracy decided to leave her financial advice role but wanted to continue within the financial services industry. She started work for an IFA firm in 2008 providing support to the Independent Financial Adviser and his clients. For the past seven years, Tracy has prided herself in aiming to provide a first class service to clients from the first meeting to the first review and beyond. 

Tracy and Deb first met when they both worked at the Royal Bank of Scotland and Tracy joined Independent Financial Adviser Deb Nolan as her assistant in June 2015. Tracy and Deb work out of Lonsdale’s Leeds Office.

Tracy lives with her partner Steve and they have two children. She enjoys running and cycling, and will soon start preparing for her first coast to coast with Steve next year.

Tracy said: “I am impressed with the level of professionalism and integrity provided by Deb and the rest of the team at Lonsdale Services. I am really happy I made the decision to join the company and look forward to providing a good service to both Deb and the clients going forward.”

Latest News Next Article Previous Article