Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
With over 20 years’ experience in the Wealth Management, Tracey is a key part of the team
Tracey had been a Partner with St. James's Place since 2008. Having over 20 years’ experience in the Wealth Management industry, in 2016 she joined the team at Swann Financial. Tracey holds the Chartered Financial Planning qualification.
Her philosophy focuses on building and maintaining a long term trusted relationship with clients showing distinct quality, integrity and excellence. Tracey specialises in building or preserving wealth and protecting and passing on wealth to future generations.
Tracey believes Financial Services is very much a “people business” with a strong client focus. This can be judged by the fact her new clients are predominantly driven on introductions from existing private clients. Clients are happy to recommend their friends, families and colleagues so they too may benefit from the sound professional advice they have themselves received.
With an ever-changing environment and changing client circumstances, Tracey will help get your financial circumstances in tune with your goals and aspirations for both your personal life and your business. Tracey aims for financial planning that is proactive and delivers guidance to give a clearer vision of your future with regular reviews to check they remain current and accurate.
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.