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
At Tracey Mather Wealth Management Ltd, we are proud to be a family-run Practice dedicated to providing high-quality financial advice and guidance tailored to each client's individual needs. We believe that every client deserves a personal, long-term relationship with a trusted adviser who understands their goals, aspirations, and changing circumstances.
Our aim is to help you build, protect, and enjoy your wealth with confidence. We work closely with you to create financial plans that are designed to remain effective as your life evolves, giving you peace of mind for the future. Whatever stage of life you are in, whether you are growing your wealth, planning for retirement, or looking to protect your family's future, we are here to help you achieve the secure financial future you want.
Together, we combine professional expertise with a warm, family-focused approach, ensuring that every client receives the highest standard of advice, care, and ongoing support.
Our Team
Our experienced and dedicated team is committed to delivering exceptional service and support:
- Tracey Mather – Senior Partner of St. James's Place
- Jack Mather – Financial Adviser
- Becky Mather – Financial Adviser
- Kerri Bancroft – Senior Administrator
We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Becky Mather
Financial Adviser
Kerri Bancroft
Senior Administrator
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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Addresses
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More about St. James's Place
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.
SJP Approved 04/04/2024
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: The Orchard Charley Road, Charley, Loughborough, LE12 9YB.
