Tracy Brookes Email
Director @ 75point3 Chartered Financial Planners
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Tracy Brookes Location
- United Kingdom
Tracy Brookes Work
- 2024 -now Director @
- 2015 -now Independent Financial Advisor @
- 2006 -2015 Chartered Financial Planner @
Tracy Brookes Education
- University of Wales, Bangor
Bachelor of Arts (BA) (Accounting & Finance)
2003-2006
Tracy Brookes Skills
- Retirement Planning
- Wealth Management
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Pensions
- Investments
- Income Protection
- Estate Planning
- Fixed Annuities
- Inheritance Tax Planning
- Life Insurance
- High Net Worth Individuals
- Personal Financial Planning
- Critical Illness
- Financial Planning
- Food
- Financial Accounting
- Strategic Planning
- Marketing
- Accounting
Tracy Brookes Summary
- Tracy Brookes, based in United Kingdom, is currently a Director at 75point3 Chartered Financial Planners. Tracy Brookes brings experience from previous roles at 75point3 Chartered Financial Planners and Sanlam Private Wealth. Tracy Brookes holds a 2003 - 2006 Bachelor of Arts (BA) in Accounting & Finance @ University of Wales, Bangor. With a robust skill set that includes Retirement Planning, Wealth Management, Retirement, Strategic Financial Planning, Financial Advisory and more. Tracy Brookes has 1 emails on RocketReach.
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