Tracey is a forward-thinking and experienced business consultant, with over 20 years of experience in the Financial Planning sector. Since 2014 she has been helping SME’s identify and overcome the challenges and barriers to business growth, enabling them to develop and grow into productive and profitable organisations.

She also has a background in GDPR and keeping businesses data compliant, runs a business networking group and is a School Governor.

Her expertise is working alongside SME business owners as a business partner to help them realise their full potential and achieve sustained success.

  • Holistic view of the business
  • Bespoke business planning
  • Goal setting
  • Strategy – development and implementation
  • Project Management
  • Mentoring

“Tracey implemented and maintained sound business practices to accelerate the development of the firm. The company increased in size and turnover, expanding to three controlling directors, four qualified advisers and ten support staff. Her list of major attributes includes corporate awareness, creativity, initiative, trust, and integrity”.
Trigon Financial Solutions Ltd.