Warwickshire Wealth Management
Tracey Forster
Tracey Forster has devoted her working life, now spanning in excess of 30 years, to helping others make the most of their money and realise their financial goals.
About
Over the years, Tracey has worked for some of the most recognised High Street banks, gaining numerous qualifications, including the Diploma for Financial Advice along the way.
Recently Tracey saw that she could provide clients with a better service and the best possible advice by setting up her own Practice, becoming an Associate Partner Practice of St. James's Place as part of the process. Now, as the Principal of Warwickshire Wealth Management, she promotes 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 she offers.
When Tracey was asked why St. James's Place, she said:
“I set up my own Practice enabling me to agree truly bespoke service charters and standards directly with my clients. This allows me to review each client’s personal financial situations with clarity and focus. To further complement our client-focused philosophy we recognised that joining St. James's Place would provide the right technical and service backup needed to fully fulfill the needs of our clients.”
Outside of her working life, Tracey spends her time indulging in her passion for horse riding, regularly competing in local equestrian events.
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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 26/01/2024
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.
