Tracey Holden — Company Secretary
Tracey joined the financial services industry on leaving college in 1985. After working for a large life insurance company for ten years, Tracey joined the independent sector to provide technical admin support and paraplanning services.
Tracey holds the CII Financial Planning Certificate, together with examination passes in the Advanced Financial Planning modules Taxation and Trusts (G10) and Pensions (G60). In April 2007, Tracey successfully completed the standalone CII Pensions Simplification Update Programme (CF9), designed to develop knowledge of the new rules governing the pensions market.
Tracey's team leader experience and strong office management disciplines bring structure to the business.
Tracey has two sons and enjoys walking, cinema, and eating out in her spare time.
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