Tracy has worked in financial services for over 30 years and during this time she has gained a considerable wealth of experience.
For the majority of that time Tracy has been providing financial advice to both personal clients and corporate businesses at NatWest and has considerable experience of dealing with family wealth planning.
Tracy is able to provide advice on a wide range of wealth management areas including investment planning, retirement planning, financial protection and tax planning.
Tracy’s main strength is to develop new and nurture client relationships, focusing on intergenerational planning, to help you pass on the wealth down to your future generations.
Tracy devotes her time to providing clients with face to face advice, as we believe this is how lasting client relationships are developed. By working together we can ensure that your wealth is passed to your future generations and your family is protected.