Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Tracey joined the Administration team at the start of 2020. Tracey comes from a predominantly tax and accounting background having worked for HMRC for 20 years. More recently though she has been working in Hospitality Management. Tracey provides administrative support to our Financial Advisers and Paraplanners, liaising with providers and our clients and ensuring the service provided is maintained to a high standard.
When not in the office, Tracey has a passion and flair for cooking and has just started researching her ancestors to trace her family tree. During the summer months you will find her sat behind the boundary ropes, following her two cricket playing children around the country. Tracey is also involved with the youth section at her local cricket club and has recently taken over as the club’s secretary.
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 11698410. Registered Office: Arghans House Greencourt, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.