Tracey Mather Wealth Management Ltd
Tracey Mather
I believe that my service is unique and I aim to help my clients by offering high quality advice and guidance and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
About
I provide wealth management advice to individuals and businesses in and around the Leicester and the East Midlands. My advice is tailored to meet your personal and/or business objectives and bespoke to your personal needs and preferences.
Professional standards are of the utmost importance to me, I am Diploma Level 4 qualified including CeMap for Mortgage advice and I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
I was delighted to accept the invitation to join St. James's Place after almost 10 year’s experience in the financial services industry.
As a Partner Practice of St. James's Place, my focus is on you and on achieving or maintaining financial security for you and your loved ones.
I recognised that I could provide clients with a better service and advice by setting up my own business, becoming a Partner Practice of St. James's Place. I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer. Based on core values of excellence of service and above-all, integrity, I will help provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 04/04/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
