Tracy Hunt Email and Phone Number

I provide financial planning advice to help you in building your future and achieving your financial aspirations. In particular, I focus on:► Building long-term relationships► Helping clients build and preserve their capital► Providing high quality personal advice on many aspects of wealth management► Assisting businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors or key shareholders, tax reliefs and aspects of exit strategy planning► Proactive and ongoing planning with clients towards their financial goalsI am a fellow of the Chartered Insurance Institute and have worked in the financial advice industry for the last 27 years.My aim is provide my clients with financial peace of mind through working with them to progress towards their financial ambitions. I do this by providing comprehensive financial planning advice, working with clients over the long term to understand them, their ambitions for their future, and helping them to achieve this.My advice is supported by St. James’s Place Wealth Management Group, who as one of the largest wealth management firms in the UK, have over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection.I am keen to develop relationships with:► Professionals in financial services► Directors and business owners► Developing professionals and entrepreneursI am happy to offer any advice on financial planning, so please feel free to email or message me.When I'm not working, I enjoy playing bridge, going to the gym and travelling.The value of your investment can go down as well as up. You could get back less than you invested.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). The 'St. James's Place Partnership' and the titles 'Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives.SJP approved 26/07/2023.