Tracey Edwards

(Head of Paraplanning / Office Manager)

Tracey has over 30 years’ experience of working in financial services for both insurers and financial advisers. She joined SBN in 2015 and leads on client portfolios, bespoke reports, technical research, and financial reviews.

Tracey holds the Chartered Insurance Institute Financial Planning Certificate and an advanced Diploma qualification in Taxation and Trusts.

She is currently studying Discretionary Investment Management and advanced Investment Planning.