Tracey Evans Location
United Kingdom
Tracey Evans Work
- 2025 - now Retired @ Retired
- 2019 - 2025 Associate Director @ The Progeny Group
- 2006 - 2019 Director | Chartered Financial Planner | Female IFA @ Juno Wealth Management
- 2006 - 2019 Pensions Specialist | SIPPs | Corporate Pensions for SMEs @ Juno Wealth Management
- 1997 - 2006 Associate Sales Director @ Towry
- 1997 - 2001 Senior Consultant @ Hogg Robinson (became Towry Law now Towry)
- 1987 - 1997 Senior Consultant @ Alexander Consulting Group (became Aon Consulting)
Tracey Evans Education
- The Chartered Institute for Securities & Investment (The CISI)
Certified Financial Planner (CFP) (Certified Financial Planner)
2013 - 2017 - Kinder Institute of Life Planning
(Life Planning)
2010 - 2011 - East Surrey
(Business Studies)
1984 - 1986
- Chartered Insurance Institute
Tracey Evans Skills
- Investment Management
- Personal Pensions
- Wealth
- Independent Financial Adviser
- Mortgage Lending
- Estate Planning
- Wealth Management Services
- Investment Strategies
- Employee Benefits
- Wealth Accumulation
Tracey Evans Summary
Tracey Evans, based in United Kingdom, is currently a Retired at Retired. Tracey Evans brings experience from previous roles at Progeny, Juno Wealth Management and Towry Law. Tracey Evans holds a 2013 - 2017 Certified Financial Planner (CFP) in Certified Financial Planner @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Investment Management, Personal Pensions, Wealth, Independent Financial Adviser, Mortgage Lending and more.
Looking for a different Tracey Evans?
Find contact details for 700 million professionals.
Others Named Tracey Evans
Top Retired Employees
-
Reijer Groenveld
Chief Executive Officer at Retired
Manteca, CA, US14 -
George Smith
Managing Director at Retired
Houston, TX, US14 -
Michael Squires
Senior Software Developer at Retired
Waunakee, WI, US13 -
Brad Davis
No more titles needed at Retired
Atlanta, GA, US42 -
Greg Hainline
Securities Principal at Retired
Omaha, NE, US22 -
Jean Bitner
Market Research Manager at Retired
Malvern, PA, US43
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
