Tracey started her career in the financial services industry by joining London and Manchester Assurance in 1995 as an Office Clerk for 6 months but enjoyed it so much she stayed for 7 years and has remained in the industry ever since. After leaving what then was Royal Liver Assurance where she had become Sales Support Co-coordinator, Tracey went on to work for Zurich Financial Services as a Consumer Intermediary Underwriter before returning back to Royal Liver Assurance for another year. Tracey then moved onto an Independent Mortgage Broker in Southampton for 5 years before joining the Retirement and Investment Solutions’ administration team in 2009.
Tracey has worked in a broad spectrum of areas within the Financial Services including Life, Pensions, Mortgage and General Insurance administration. Here at Retirement and Investment Solutions, Tracey works alongside Steve and his clients and is responsible for all aspects of the day-to-day administration, as well as research and recommendations for clients.
When Tracey is not at work, you will normally find her riding her bike in the sunshine, shopping or gardening - if the weather permits!
"I enjoy the variety of my job and the close relationships we build with our clients. We are very much a team at Retirement and Investment Solutions and I think this sets us apart from others”