Client Director
Tracey joined Paradigm Norton in 2009 having previously worked as a mortgage broker for John Charcol.
Starting as a Financial Planner, she has progressed to a Client Director and attained Chartered status. Tracey and her team work closely together to look after many of Paradigm Norton’s financial planning clients.
She has a particular interest in pensions and retirement planning, complemented and supported by lifetime cashflow planning. Tracey enjoys the variety each day brings and achieves a great deal of satisfaction helping her clients achieve their financial planning and life goals.
Outside of work
Tracey practices yoga several times a week and enjoys training, walking and keeping fit.
Her interest in nutrition and wellbeing has resulted in Tracey becoming an enthusiastic chef and she enjoys cooking a wide variety of health giving foods for her friends and family.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
