Chartered FCSI
Tracey is a valuable member of the management team at Concentric, alongside Adrian and Gordon she is responsible for the day-to-day functions of the business. As Compliance Officer she brings a wealth of experience and qualifications to her role. She graduated with an economics degree from the University of Wales, Swansea, and began her finance career in banking in 2001. In 2006, Tracey transitioned to become a Wealth Consultant at HSBC in Jersey, where she provided expert investment advice.
Joining Concentric in 2019, Tracey initially focused on wealth management, leveraging her extensive background in finance. In September 2020, she was appointed as Compliance Officer, assuming a critical role in ensuring regulatory adherence and best practices within the organization.
Tracey’s dedication to professional development is evident through her qualifications, including the ICA International Diploma in Governance, Risk and Compliance, and the STEP Certificate in Anti Money Laundering. She holds several investment certifications, notably the CISI Level 6 Certificate in Private Client Investment Advice and Management, and is recognized as a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). Her comprehensive expertise and commitment to excellence make her a key asset in maintaining regulatory integrity and client trust at Concentric.
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
A TEAM plc company
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Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited (CFSGL) is not trading. CFSGL has applied to the Guernsey Financial Services Commission for regulatory licences to provide investment advice and act as an insurance intermediary.