The Team
Tracey Daniel
Tracey has worked in financial services for the last eleven years, previously in a technical role, mainly dealing with Inheritance Tax issues, Estate Planning and Pensions, Tracey has been since 2003, an Independent Financial Planner.
With advanced qualifications in Taxation and Trusts (G10), investments and Estate Planning are issues that Tracey has a particular interest in.
Elaine Masci
Elaine will contact you regularly to give you an update to date snapshot of your policies, and also to see if you need to speak to Tracey to review your situation. It may be that all is well, however by keeping in regular contact, we can be sure we are providing excellent customer services and you can be assured that we do have your best interests at heart.
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