Tracy joined Tarvos Wealth in September 2015. She has been an Independent Financial Adviser since 2002, previous to which she had around six years experience of administration and paraplanning within financial services.
As a holistic financial adviser, Tracy enjoys the many aspects of putting together a comprehensive long term financial plan for clients. This includes ensuring that any existing and recommended plans and funds are suitable in terms of both risk profile and tax treatment, in order to meet clients’ objectives.
Tracy has a wealth of experience, especially in assisting clients with ‘at retirement’ decisions, focusing on both capital and income requirements and how these can be achieved from accumulated pensions, savings and investments.
As the world of Independent Financial Advice continues to evolve, Tracy has recently passed her level 6 qualification and has now achieved Chartered status with the CII.