Tracey Matthews

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Tracey started her career in the financial services industry by joining London and Manchester Assurance in 1995 as an Office Clerk initially for only 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 she went to work for Zurich Financial Services as a Consumer Intermediary Underwriter before returning back to Royal Liver Assurance for another year. She then moved onto an Independent Mortgage Broker in Southampton for 5 years before joining Retirement and Investment Solutions’ administration team.

Tracey has worked in a broad spectrum of areas of Financial Services including Life, Pensions, Mortgage and General Insurance administration. Here at Retirement and Investment Solutions Tracey is mainly responsible for the processing of the new business applications.

She is keen to study for professional exams to expand her knowledge of the industry and is soon to begin studying for the Certificate in Financial Administration.

I enjoy the variety of my job and the close relationships we build with our clients. We are very much a team at RIS and think this sets us apart from others. When I’m not at work you will normally find me out riding my bike in the sunshine, shopping or gardening - if the weather permits!”