Tracey Westley – Technical Assistant

Tracey has worked in the financial services industry for over 25 years and joined the team in 2008.

Tracey’s responsibilities include assisting with the Client Journey, in particular the research and planning around both Pensions and Investments, report preparation, Client Liaison, data input and general administration.

Tracey is friendly, professional and committed to providing a good service.

In her personal life she enjoys spending time with her husband and two young daughters, taking long walks and gardening. She also has a flare for making and decorating cakes