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

TJP Wealth Management

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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.
Tracey Payne

3 Woodland Road, Exeter, EX1 3PL

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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 clearly, outlining all options. Her advice has been invaluable in guiding my portfolio’s growth. The personal service Tracey offers is impeccable, quick to answer emails - even when on holiday! - and always ready to step in when I need help. Her depth of knowledge is impressive, as well as her understanding of how to tailor her advice to my needs. I enjoy working with Tracey and strongly recommend her to anyone seeking a Financial Adviser.
Kate Furnivall

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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Tracey Payne
TJP Wealth Management
07817 489047