Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Tracy Carter - Client Liaison Manager, Truro Office
Tracy joined the team in January 2013 and has spent over 20 years in the retail industry and in customer service. Tracy has an NVQ in Business Administration and CLAIT 1 and 2 in IT.
Tracy manages the Practice diary to make sure we have regular contact with our clients. She also ensures that all information is accurately recorded and updated. Tracy is responsible for any administration required for the Practice and ensures that all correspondence are dealt with in a timely manner. Tracy provides support to her colleagues to ensure that our clients are always given the best service.
In her spare time Tracy enjoys swimming, Euchre and darts.
Contact Tracy Carter - Client Liaison Manager, Truro Office
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.