Tracey Daniel
Independent Financial Adviser
What I do:
I specialise in independent financial planning in investments, pensions, estate planning & protection for individuals as well as business owners. My approach is to provide a professional and personal service with the emphasis being on the tangible outcomes of wealth growth and preservation, mitigation of taxation where possible and succession planning – both personal inheritance tax planning and business exit strategies
What I like:
Caravanning, going for long walks with my Whippet – preferably combining both activities along the Jurassic coast!