A Partner Practice of St. James's Place Wealth Management

Tracey Mather Wealth Management Ltd

Tracey Mather

I believe that my service is unique and I aim to help my clients by offering high quality advice and guidance and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.

About

I provide wealth management advice to individuals and businesses in and around the 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.

I was delighted to accept the invitation to join St. James's Place Wealth Management after almost 10 year’s experience in the financial services industry.

As a Partner Practice of St. James's Place Wealth Management, my focus is on you and on achieving or maintaining financial security for you and your loved ones.

I recognised that I could provide clients with a better service and advice by setting up my own business, becoming a Partner Practice of St. James's Place Wealth Management. I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer. Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
More
It is very important I have complete trust in my financial adviser. I have known Tracey for five years and feel for the first time I have an adviser who I can really trust. Nothing seems too much trouble for her. She is always willing to give her time when I need it. I would recommend her to anyone....
Kelvin Anthony Weale |Retired, Leicester
For the first time in my life I’ve been able to rest easy with a financial specialist. This is due to Tracey’s honesty, trustworthiness and ability to do what she says she is going to do when she says she is going to do it. She is respectful, professional and a great listener, meaning that the ser...
Steve Kenny |Manager, IT and Telecommunications, Leicester
I have known Tracey for 3 years. She has always been punctual and friendly. Her advice is clearly given without feeling under pressure or obligated. When tackling more complex issues she will take time to understand the options available and then explain it in a manor I can understand. I would no...
Robert Damant
I have always found Tracey Mather extremely attentive to my financial requirements. She has always responded back to me very quickly when I have been seeking her advice on various matters. Since getting to know Tracey I have total trust in her capabilities and find her trustworthy and honest, seekin...
Mr Stephen Bailey |Managing Director

Insights and E-Briefing Service

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Tracey Mather Wealth Management Ltd is registered in England and Wales, Number 8189745. Registered Office: 43 Mill Road, Thurcaston, Leicester, LE7 7JP.
Tracey Mather
Tracey Mather Wealth Management Ltd