Tracey Mold
If you call our office you will probably speak to me. I organise all of the administration behind our clients' financial plans - and am queen of the forms.
My Story
My story starts in a lovely little antique jewellery shop. I built my career up though in the property sector. It started in property sales, and then I moved to Australia and set up a lettings department for an estate agent in Adelaide. When I returned to the UK in 2012 I continued working in the property lettings sector, helping to grow and train a Shropshire based team.
I started working with James and Emma in 2018, and look after all of the finer details of every financial plan we put in place. My time is largely spent caring for our clients - or doing what James likes to refer to as financial housekeeping!
Contact
If you would like to talk to me about your circumstances, or if you are a provider that thinks you can help our clients, please get in touch.
01743 718 789