Tracey is a Concentric Wealth Consultant, providing investment and pension advice, as well as assurance and sustainable investment consultancy services to private clients, corporates and trustees.
Tracey commenced her career with HSBC in Swansea. Since 2006, she has been providing professional investment advice in Jersey, including with HSBC International and Close International Asset Management.
Since joining Concentric Tracey focuses on wealth management and a role within the Concentric compliance team. Tracey is an economics graduate of the University of Wales, Swansea.
She holds the IFS Certificate for Financial Advisers; the CFA Society of the UK Investment Management Certificate; the CII Diploma in Financial Planning (including the advanced Pension Planning module, AF3); the CISI Level 6 Certificate in Private Client Investment Advice and Management; and the ICA International Diploma in Governance, Risk and Compliance. Tracey is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).