I offer wealth management advice to individuals who are looking to secure their financial futures, and I aim to build strong personal relationships over the long term. Many of my clients are female professionals who appreciate the peace of mind and confidence that my service can provide.
I’m an Associate Partner in the St. James’s Place Partnership, and offer the full range of financial services, including:
• Pensions
• Inheritance tax planning
• Retirement planning
• Income planning
• Investment
Where appropriate I bring in other specialists within the St. James’s Place Partnership who can offer detailed help in specific areas, such as mortgages and general insurance.
I provide a high level of personal and professional service to my clients in a relaxed and friendly manner - and I’m proud that the majority of my clients come to me via introduction or referrals from satisfied customers.
Tracy Lendon
Associate Partner
"Important legal notice
Representing St James's Place Wealth Management PLC which is authorised and regulated by the Financial Services Authority. The St James's Place Partnership and the title 'partner' are marketing terms used to describe St James's Place representatives."
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