An Associate Partner Practice of St. James's Place Wealth Management

TJP Wealth Management

Tracey Payne

DipFA
I strongly believe in providing a high level, trusted service to all clients and I am fully aware that financial planning can be confusing at the best of times. I will help you to meet your financial objectives and plan for the future with confidence and optimism.

I work closely with all my clients, and believe in keeping them regularly updated with financial and economic news.

About

I have been in the financial services industry for over 17 years. I proudly accepted an invitation to join St. James's Place in April 2013 after leaving the Halifax Bank. I have been an adviser to many clients in Exeter, Exmouth, Sidmouth, and surrounding areas. I pride myself on being a trusted adviser and building long term financial relationships with my clients.

I believe that everyone has different financial circumstances and objectives, therefore I offer a bespoke financial planning service, so that clients can feel their individual goals can be achieved. I do not believe that my involvement stops there though. It is imperative that plans are regularly reviewed to ensure they are up to date and on track, and if plans need to be changed, they can be.

I pride myself in providing an invaluable service to clients which gives them financial peace of mind. The level of client satisfaction can be judged by the fact that the majority of new clients come to me as a result of personal recommendations from existing clients.

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Advice & Services

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

Testimonials

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I have been hugely impressed by Tracey’s dedication and expertise as my Financial Adviser. I trust her implicitly to provide the very best guidance for my needs and to answer all my questions in plain language. She is unfailingly warm and patient, a delight to work with, and explains everything clea...
Kate Furnivall |Author

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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.