Tracey is passionate about helping clients to see their ‘big picture’ and has been doing so for nearly 30 years. She forged her early career at several national advisory firms, where she learnt her craft and came to understand that financial advice isn’t just about money.
Tracey offers a truly personal financial planning service undertaken with care and attention to detail, offering a listening ear with everything explained in a clear and concise way.
Tracey joined Progeny in January 2019, having previously been a Director at Juno Wealth, which was acquired by Progeny Wealth.
Tracey is a Certified Financial Planner. CFP™ certification is the only globally recognised mark of excellence in financial planning. She also holds the Chartered Financial Planner qualification and is an Associate of the Personal Finance Society (APFS).
When not working, Tracey spends her spare time acting as Treasurer and Trustee of the Golden Lion Children’s Trust as well as planning travels to far flung places and, closer to home, visiting local National Trust gardens and beauty spots.