Tracey is one of our financial planners, with over 30 years in the financial services industry.
She recently achieved her lifelong dream of owning her own equestrian property where her much loved equine friends can be pampered! Having recently added a new member to her equine team she is hoping to achieve her competitive goal of becoming a dressage diva!
Tracey also has two rescue dogs, who both love going for strolls in the nearby forest.
I know my finances are in a safe pair of hands with Lifetime and my financial planner Tracey Warring. She is extremely knowledgeable and gets the job done in a timely manner. She spends time getting to know what I really want and looks at the best tax efficient way to achieve my goals. Who would guess that financial planning could be this enjoyable?!
Prompt service, with sound advice
Financial Planning, Pensions/Retirement Planning, Mortgages
My financial planner was excellent as always. She is very professional and knowledgeable. Lifetime deliver a good, prompt service, with sound advice. It is a very efficient, professional, customer focused organisation.