Tracey is our Office Manager and the second Director. She ensures the office runs smoothly and deals with the day to day responsibilities of running a successful financial planning firm. Prior to joining us, Tracey’s background was in legal services, having worked with 2 of the major law firms in Scotland. Her combined knowledge of legal and financial services is therefore a valuable asset to our team.
Accreditations and memberships
- Member of the CII
Away from the office
Married to Douglas and has two daughters. Very much a social creature, Tracey enjoys spending time with her family and friends. Shopping trips are a particular favourite and she is now passing on her expert knowledge of that to her daughters, including how to sneak the new purchases past Douglas and into their wardrobe. “What that old thing, I’ve had that for ages.” Handbags are a favourite of Tracey’s purchases with the comment that they will always “fit”!
