Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Having moved to Cornwall from Hertfordshire, Tracey joined the team in May 2019 as an Administration Assistant as the business has continued to grow. Tracey has experience working in Corporate Finance Banking in London and the Care Sector. Tracey qualified for the London Chamber of Commerce Private Secretary’s Certificate and also holds RSA and Pitman administration qualifications.
Tracey provides administrative support to our Financial Advisers at our Truro office ensuring all enquiries are dealt with and high standards of service are maintained for all our clients.
She lives in Newquay with family and in her spare time enjoys cooking, socialising and coastal walks with her schnauzer Kaiser.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Brooks Financial Planning Ltd is registered in England and Wales, Number 07347011. Registered Office: Arghans House Green Court, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.