Tracey Mather  DipFA CeMAP

TRACEY MATHER WEALTH MANAGEMENT LTD

07715 446 102

01162 376 777

Tracey Mather

I provide wealth management advice to individuals and businesses in and around Leicester and the East Midlands. My advice is tailored to meet your personal and/or business objectives and bespoke to your personal needs and preferences.

Professional standards are of the utmost importance to me, I am Diploma Level 4 qualified including CeMap for Mortgage advice and I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

 

FCA regulated

Over 16 years experience

No-obligation, one-hour initial consultation

Restricted advisor

Covers Leicester and East Midlands

 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

LOCATION

Tracey Mather Wealth Management Ltd

43 Mill Road

Thurcaston

Leicester

LE7 7JP

 

 

 

SERVICES

Tracey Mather Wealth Management provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Inheritance Planning

Mortgages

retirement planning

QUALIFICATIONS

Tracey has worked in financial services for over 16 years, and is qualified to offer advice in a number of areas.

Diploma for Financial Advisors

Certificate in Mortgage Advice and Practice (CeMaP)

 

qualifications

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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