Meet Tracey Jordan

Principal and Financial Adviser

Tracey Jordan
Tracey Jordan
Principal and Financial Adviser

My Journey

I started my career in the banking industry at just 19 years old, discovering early on a passion for helping people navigate their financial journeys. Over the years, that passion evolved into specialised expertise.

In 2011, I transitioned into specialising in mortgages and protection, helping individuals and families secure their dream homes and safeguard their futures against the unexpected. As my clients' needs grew, so did my commitment to supporting them. In 2021, I expanded my practice into full financial planning, allowing me to offer a truly holistic approach to wealth management, retirement planning, and long-term financial security.

Qualifications & Expertise

To ensure my clients always receive the highest standard of advice, I hold the LIBF Level 4 Diploma for Financial Advisers (DipFA). This rigorous qualification, combined with over a decade of hands-on experience, equips me to simplify complex financial landscapes and build robust, tailored strategies for every stage of life.

In the Industry Since: Age 19

Credentials: LIBF Level 4 DipFA

"My goal is simple: to take the stress out of money management. Whether you are buying your first home, protecting your family, or planning for a retirement you can't wait to enjoy, I am here to turn your financial goals into a clear, actionable reality."

Outside the Office

When I’m not analysing financial plans or reviewing the latest mortgage rates, my priority is simple: staying grounded, active, and connected.

  • Family First: Most of my free time is spent with family. Whether it’s a chaotic weekend outing or a quiet evening at home, spending quality time together is what recharges my batteries.
  • In the Gym: Fitness has always been my favourite way to clear my head and stay sharp. You’ll usually find me in the gym early in the morning—it sets the tone for the rest of the day and keeps my energy levels high.
  • Catching Up with Friends: Good conversation isn't just for the office! I love unwinding over weekend coffee, trying new food spots, or getting together with lifelong friends to catch up.

 

"Financial planning is all about building a secure future so you can enjoy the present. For me, that present is all about good health, family moments, and great company."

Testimonials

Amanda Klein Culbert

Tracey was exceptional could not do enough very professional would highly recommend

Rachelle Burns-Delaney

Brian and Tracey were brilliant to deal with. As first time buyers we were apprehensive as to what the process would involve. It was a great experience as Brian ensured we had the best deals and rates and put our minds at ease. They both sourced the best insurance options for us and ensured we knew what we were signing up to. Highly recommended

Cathy Ellison

Brian helped me so much sorting out finances after the death of my husband. Tracy has now taken over and is doing a great job moving me safely towards a financially secure retirement
 

Niall Davis

Used Holywood Mortgage Centre over the years for all matters of financial advice and only 5* service every time. Highly recommend
 

Mv Ev

Highly recommend Tracey at Holywood mortgage centre. As first time buyers we were initially nervous at the process but rest assured Tracey handled the process with great professionalism and kindness. She was extremely efficient during application deadlines and went the extra mile in ensuring our appropriate insurances covered all bases and was still affordable for us via her long standing working relationships with relevant partner companies. Thank you to Tracey & team for a such a positive experience.

Let’s talk about your plans. Get in touch here!

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