Tracey is the joint business owner and Associate Partner at Ashley Law Crawley, part of the national firm of Independent Financial Advisers. Tracey works in partnership with her husband, Derek.
Tracey is passionate about helping clients see their big picture and has been doing so now for over 20 years. She forged her early career at several national advisory firms where she learnt her craft and came to understand that financial advice isn't simply just about money.
In order to provide the kind of advice and service Tracey felt was lacking in other financial services firms, she established Ashley Law Crawley in 2006.
For her individual clients, Tracey offers a truly personal service undertaken with care and attention to detail, offering a listening ear with everything explained in a clear and concise way. For business clients, Tracey has invaluable experience in benchmarking employee benefit packages and negotiating bespoke provider solutions for clients at optimised cost and service.
Tracey holds the Advanced Financial Planning Certificate, and is also a member of the Personal Finance Society (PFS) by Diploma (DipPFS). In addition, as a member of the PFS, Tracey is also required to follow their code of professional conduct and undertake Continuous Professional Development.
As if her current qualifications are not enough, Tracey is now one of the U.K.'s top 40 Registered Life Planners with the prestigious Kinder Institute. An 18 month period of intensive study and on-going mentoring has resulted in Tracey becoming one of just 40 people in the UK to be granted the prestigious accreditation of a Registered Life Planner. There are currently only nine women in the UK that have achieved this coveted status.
Tracey is now moving to the next stage – seeking to become a Chartered Financial Adviser and Certified Financial Planner and is on target to attain this in 2012. In addition to being an accomplished and much sought after public speaker, Tracey’s comments and insights are regularly included in the online and printed publications read by her peer group. She is widely recognised and acknowledged by her peers as being a thought leader.
Tracey lives in Copthorne, West Sussex with her husband Derek and has 3 sons. When not working she enjoys travel, scrapbooking, theatre and socialising.