Tracyann Kneen
DipPFS, BA (Hons)
Based in Edinburgh, I provide expert financial planning advice to clients in Edinburgh and the surrounding areas. With over 25 years in financial and professional services, I started my career with Deloitte as a personal tax adviser to individuals, families' and business owners (Sole traders, Partners and Company directors). I'm a qualified tax and trust professional with particular knowledge in personal, inheritance, trust and estate taxes. From the get go, I've enjoyed building genuine personal relationships with clients, getting to know them and understand their goals and motivations.
In 2004, I moved into the financial services industry joining Aegon, a provider of life assurance, pensions and investment products. Gaining the Diploma in Financial Planning, I provided training to financial advisers and worked closely with them to help identify and achieve the goals of their clients. Throughout my career, I've continuously sought to broaden my professional knowledge to be able to provide truly holistic advice to clients and hold the STEP Diploma deepening my understanding of trust and estate practice, and taxes. I am particularly adept at making the complex simple. Whatever your wealth or stage of life, my advice will be tailored to you.
Trusts are not regulated by the Financial Conduct Authority.
About
Having headed up a team of pensions, investment and tax experts and spent 20 years working closely with financial advisers, it felt a natural progression to become a financial adviser and set up my business Amjen Financial Planning Ltd. It's provided me with the perfect opportunity to do what I love best. Getting to know clients and help them achieve the life they want to live at every stage. I provide broad based financial advice covering:
- Retirement planning
- Savings and Investment planning
- Protection planning for individuals and businesses
- Intergenerational wealth planning
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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 11/03/2024
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.
