I am impressed with the level of professionalism and integrity provided by Deb and the rest of the team at Lonsdale Services. I enjoy providing a good service to both Deb and our customers.”
Tracy Gannon
Administrator, Leeds & Bradford
Lonsdale
Role
Tracy joined Deb Nolan as her assistant in our Lonsdale Leeds & Bradford office in 2015. Tracy first met Deb when they both worked at the Royal Bank of Scotland as financial advisers. At Lonsdale Services Tracy is our senior administrator and supports Deb Nolan who provides financial planning advice.
Career
History
Tracy passed her financial planning qualifications at Halifax and became a financial adviser in 1991. She left in 2001 to join Royal Bank of Scotland performing the same role but working with business customers. After moving to Yorkshire Bank, she left her financial advice role and for many years supported a financial adviser before she transferred to work at Lonsdale Services.
Lonsdale
Award
In 2017 Lonsdale Services won the Retirement Planner national award for Outstanding Customer Care by submitting a customer case study from Deb Nolan. Deb was aware of how the tax-free cash pension legislation changed in 2006. She advised a member of a money purchase occupational pension scheme they could be due a financial entitlement in the form of scheme-specific tax-free cash protection.
Charitable
Events
In June 2018 Tracy Gannon and Deb Nolan joined other Lonsdale colleagues on the Trek26 Alzheimer’s Yorkshire Three Peaks Challenge. In 2021 Tracy and Deb were part of a Lonsdale team that walked the 100km Cotswold Way Challenge. To date Lonsdale Services has raised over £10,000 for the Alzheimer’s Society.
A Little
About Tracy
Tracy has one child and enjoys running, cycling, and walking.
Deb and her team provide me with invaluable advice.”
Deb and Tracy make a formidable team. Professional, dedicated tenacious in their role of finding the best options for their customers, but we are treated as people. Jargon free information is passed on and explained in common sense terms.”
Deb Nolan my adviser and Tracy Gannon are always available to answer any queries, they return my calls within a quick timescale. Deb explains everything in a way that we understand.”
Superb effortless service. Trust is 100% and support is above and beyond. Thank you!”
Adviser's team always professional and friendly. Complicated jargon and info made easy to understand.”
Find the Leeds and Bradford office
Tong Hall, Tong Village, West Yorkshire, BD4 0RR