Tracy Brookes, FPFS, STEP Associate
Independent Financial Advisor at 75point3 Chartered Financial Planners- Claim this Profile
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English Native or bilingual proficiency
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Welsh Native or bilingual proficiency
Topline Score
Bio
Credentials
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STEP Associate
STEP – Advising Families Across GenerationsJun, 2016- Nov, 2024 -
Fellow of the Personal Finance Society
-Dec, 2015- Nov, 2024 -
Certified Financial Planner
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Chartered Financial Planner
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Experience
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75point3 Chartered Financial Planners
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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Jun 2015 - Present
75point3 Chartered Financial Planners based in Chester and North Wales is one of the leading independent financial services businesses in the region. 75point3 Chartered Financial Planners has been awarded the much coveted 'Chartered Financial Planners' title, one of only a few firms in the region to achieve the standard. With only 480 Chartered firms in the whole country*, it remains an exclusive and valuable distinction. It carries weight with other professional firms and distinguishes our advisers from their competitors and peers. Show less
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atomos wealth
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United Kingdom
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Financial Services
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100 - 200 Employee
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Chartered Financial Planner
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Oct 2006 - Jun 2015
A Wealth Planner at Sanlam Wealth which is part of Sanlam UK. Sanlam UK, a focused, advice-led, vertically integrated Wealth Management business, as part of Sanlam PLC, the long term AA- rated international financial group; a company which has been advising clients around the world for nearly 100 years. Valued in excess of £6 billion, enjoying profits of £480 million in 2011, employing over 20,000 individuals worldwide and managing more than £46 billion in client assets, Sanlam is an organisation with a growing global footprint. Show less
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Education
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2003 - 2006
University of Wales, Bangor
Bachelor of Arts (BA), Accounting & Finance
Community
