Tracey has worked in the financial services industry for over 10 years and brings to us a wealth of experience.
As our most experienced Administrator, she assists not just the Financial Planners / Paraplanners but all her colleagues at The Legal Brokerage. Day to day, Tracey works hand in glove with David Wheildon. If David is unavailable, she steps in, as his personal point of contact.
Tracey believes in bringing quality to all aspects of the service TLB offers to its clients. She is dedicated and proactive. The pride that she brings to her work, ensures that all deadlines are met and clients are always kept fully up to speed. Finally, Tracey oversees the training, guidance and development of all new members of our administrative operation.
In her spare time Tracey enjoys travelling to Turkey, baking and is an active member of the RSPB.
Contact Tracey at: firstname.lastname@example.org