Tracey joins Questa Chartered as adviser

Tracey will help boost the firm’s presence in the region after more than 12 years of working in Leamington at branches of the Halifax, Nationwide, Santander and Bradford & Bingley.

She has advised on a wide range of financial planning from investments, inheritance and retirement incomes to mortgages and family and business protection.

Her appointment follows major changes to the financial services sector introduced 18 months ago.

Tracey, who is based in Warwick, said: “As a result of the changes, many high street banks and building societies are no longer offering financial advice so the need for good quality, impartial expertise has never been stronger.

“I firmly believe that good financial planning is essential whether you are an individual, family or business.”

Anthony Hoskisson, director of Questa Chartered, said: “Tracey is a terrific addition to our existing team of advisers and will play a pivotal role in expanding our services and expertise further afield.”

Tracey, who lives in Leamington, is actively involved in local equestrian events.