Tracy Sumstad Email & Phone Number

Fermoy, Cork

Arenco Tower, Media City, Dubai

Credence is a Wealth Management and advisory firm established to create unique Private Client and Corporate Services propositions. In a world where lifestyles, economies and technology are constantly evolving we were established to give our clients enhanced solutions in simplified form.Our Corporate Offering includes a range of bespoke services designed to differentiate businesses from their competitors by providing market leading employee benefits packages. These include but are not limited to :- Gratuity Liability Management- Group Savings Schemes- Group Medical Cover- Dedicated IFA for your Employees- Profit Protection- Capital Management- Private Equity

Ireland

Connecting buyers and sellers within the Seafood Industry through building exceptional, long term, working relationships. Being commercially aware of the business complexities in order to provide advice, guidance and solutions to promote successful trade transactions. Focus and attention is prioritized to identify competitive suppliers, negotiate pricing and sell product direct to a European Market.

Dubai

We never know what is around the corner, so securing your financial future is of vital importance. Nowhere is this truer than for expatriates living and working in the Middle East, with a plethora of unique benefits and challenges. In my role at Holborn Assets (a pre-eminent global Wealth Management and Independent Financial Advisory firm) I approached every client relationship with this in mind, and used my own experiences to help effectively plan for their future. I have a personal passion to help empower female financial planning and encourage every woman to be financially independent and secure. Working within a highly dedicated and professional team, I have constantly endeavoured to place my clients in a stronger, more secure financial position than when we first met. To that end, I offer specialised services in:• Asset Management• Financial Modelling and Planning• Insurance• Pensions • Estate Planning.

Wexford / Waterford

During my time in Acorn Life, I operated my business with the highest levels of integrity and professionalism, always putting the needs of my clients first. I was the Top Female Producer in 2010, received a Distinguished Sales Award and proudly positioned myself amongst the Elite Top 5 Advisors. I qualified for the Million Dollar Round Table (MDRT) annual meeting in Atlanta, where I further advanced my knowledge and experience. I have since enjoyed each opportunity to put these skills to good work with every client that I have had the pleasure to meet.

Associate’S Degree, Financial Planning And Services

Associate’S Degree, Investments And Securities

Bachelor’S Degree, Credit Management

Bachelor’S Degree, Accounting And Business/Management

Retirement Planning Advice (Rpa), Financial Planning And Services