Tracy has 26 years’ experience in financial services with a major High Street Bank and now has a key role in managing all aspects of the Practice. Tracy provides invaluable support with regard to client events and office management procedures. Other responsibilities involve maintaining client and Practice records, ensuring they are up to date and accurate.
A key member of the team, Tracy handles incoming telephone calls, ensuring professionalism and high service standards are maintained for the benefit of all our clients.
Amanda has worked within the financial services industry for over 15 years and has extensive knowledge of the services available through Chalk Farm Financial Planning.
She provides an invaluable paraplanning service and technical back up which includes completing research, analysis and compiling suitability reports.
This of course means that Jonathan can spend more time advising our clients.