Tracey Client Support

Tracey has over 40 years experience in the insurance and financial services sector. Starting her career with a well known insurance company and independent financial advisers and more recently supporting Directors within Chartered Wealth Management. Tracey has built up a strong administrative background and her studies with the Chartered Insurance Institute has developed her extensive knowledge of protection, pensions and investments for both individuals and corporate clients. Her main focus is to provide clients with the best possible support and enhance processes.

Outside of work Tracey and her husband Steve have a busy life revolving around sporting events and being mums taxi to Matthew. She also has Abbie and her partner Ben and her grand-daughter Miley who keeps us all young. Most weekends are spent socialising with their family and friends and visiting their favourite restaurants and local places and when time allows loves to make the most of our beautiful coastal areas.