Tracy has worked in financial services for over 20 years, meaning that not only does she have a wealth of experience, but she is also highly qualified. Tracy’s number one priority is to do what she says she is going to do for clients by providing an outstanding service and keeping clients updated through regular review meetings. She greatly enjoys looking after their families and planning for their futures.
Tracy enjoys walking, especially long walks in the countryside. She likes to get very hands-on when it comes to DIY and so, in her spare time, loves property renovation.
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.