Working and helping create financial planning businesses are my passion, having spent the past 20 years working at a senior management and board level for some of the best financial planning firms in the country. With this experience brings a view of the structure that you need within your business from practical experience.
My job is to help you get the right structure in place to excel. Unlike other consultancy firms, I’ll advise and implement enabling you to take your company to the next level. This means that you benefit from quicker results from a proven expert who has delivered in many financial planning firms, understanding the needs of the firms from its foundation to board level.
My skill is business transformation, revolutionising the client service proposition from client proposition to business processes, administration, IT, branding, compliance and financial planning divisions. Overall the procedures that I can help you put in place will help increase profits and the quality of your proposition whilst de-risking the business of income, compliance and business uncertainties.
I am a Chartered and Certified Financial Planner, Chartered Wealth Manager and also hold the ILM Award in Leadership and Management.
TRACEY UNDERWOOD founder