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Tracy Gannon

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.

Tracy Gannon, Administrator, Leeds / Bradford

Tracy Gannon Administrator, Leeds / Bradford

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 IFA 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 Deb as her assistant in our Leeds / Bradford office in June 2015.

In 2017 Lonsdale Services won the Retirement Planner national award for Outstanding Customer Care by submitting a client 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. She explored this with the relevant pension provider, and her client received a tax free lump sum which saved them higher rate tax payments. In 2018 Lonsdale Services won the Retirement Planner Award for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category.

Three Peaks ChallengeIn June 2018 Deb Nolan and Tracy Gannon joined other Lonsdale colleagues on the Trek26 Alzheimer’s Yorkshire Three Peaks Challenge. The team raised over £3,457 for Alzheimer’s Society.

Tracy has two children and enjoys running, cycling, and walking.

Superb effortless service. Trust is 100% and support is above and beyond. Thank you!”

Ms M, Wakefield, Yorkshire

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