Tracey Evans

Chartered Financial Planner, Associate Director
Tracey-Evans

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.

Insights from Tracey

NB – 1920 – Funding university
Financial planning
Student loan changes 2023: funding your children’s university education
Pick up where you left off You've read this article
Tracey-Evans
By Tracey Evans
17th October 2023
NB – 1920 – Preparing beneficiaries
Financial planning
Preparing your beneficiaries for an intergenerational wealth transfer
Pick up where you left off You've read this article
Tracey-Evans
By Tracey Evans
21st September 2023
Financial planning
Financial protection for you and your family | Guide
Pick up where you left off You've read this article
Tracey-Evans
By Tracey Evans
2nd May 2023

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