Scroll Down

Tracey Daniel

Independent Financial Adviser

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!

Menu Top