Paul Tracey has been involved in the financial services industry since 1989 and has built the business purely by referral.
Following a number of years with Liverpool Victoria and Pearl Assurance he established a financial advice business in 1996 and joined St. James's Place Wealth Management as a Senior Partner Practice in December 2008.
Paul is also ISO 22222 Certified since April 2015. ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners on their knowledge, skills, experience and ethical values.
Simon joined Provest in 2016 as a Financial Adviser to help provide support for our clients. He started his career in Financial Services in 1987 and has amassed considerable expertise advising clients on financial solutions to both private clients and business owner-managers for their personal and business planning needs. He provides comprehensive financial planning to help them better understand how they can achieve their desired objectives. Simon is committed to building long-lasting client relationships and to ensure his clients better understand the decisions they make. Central to this commitment is the delivery of excellent customer service built on trust and honesty.
Simon is a Member of SOLLA (Society of Later Life Advisers) and regularly helps clients with their estate planning needs and care concerns, as well as providing advice and support to their families and those important to them.
In his spare time Simon will either be watching his favorite TV and Films, or planning where he would like to take his next vacation, subject to the approval and acceptance of his family.
Taylor joined Provest in 2018, Having spent 4 years in financial services in a specialist support role, Taylor made the decision to join Provest and the St. James’s Place Academy in order to complete her diploma and to enable her to move into the advice side of the Profession.
Having successfully completed her time in the academy Taylor joined Provest Wealth Management in November 2018. Taylor is passionate about providing financial planning service to help her clients not only achieve their lifestyle goals but to secure them, whilst protecting their loved ones, mitigating any tax liabilities and facilitating intergenerational wealth. Taylor is committed to building long lasting relationships with her clients built on trust and honesty.
In her spare time Taylor enjoys keeping fit and spending time with her family, friends and chocolate Labrador Ralph.
Liz Tracey is our mortgage specialist and she has over 20 years of providing advice in all aspects of residential mortgages including buy to let.
Liz has built her business purely on referrals and she is an innovative and committed adviser who strongly believes in creating ongoing relationships with her clients.
Some buy to let mortgages are not regulated by the Financial Conduct Authority.
Bernie joined the Provest Wealth Management mortgage team in January 2020. She works alongside Liz Tracey and brings with her a wealth of experience – having worked in the mortgage industry for over 20 years.
Shof joined the company in 2015, within her role she provides management reports, ensures the efficient use of IT including deployment and support and manages strategic projects. Her role is to support the team and facilitate the smooth running of our back office.
During her spare time, she likes to run, raise money for charities, reading and spending time with family.
Libby Joined Provest in 2015, within her role she communicates with mortgage lenders and solicitors on behalf of clients. She assists Liz on the submission of applications and following the case through to completion.
In her spare time Libby enjoys spending time with friends and family.
Jessica joined Provest in 2018. Within her role, she assists the financial planners and advisers in the team by undertaking research and analysis to meet each client’s needs and objectives.
Jessica performs a technical and administrative function that supports the client’s journey in the financial planning process. She does this by providing back office support following the initial client meeting, to the preparation of recommendations and the financial plan, as well as preparing documentation for client review meetings.
In her spare time, Jessica enjoys maintaining her close relationship with friends and family, reading and travelling.
Marie began working within the financial services industry in 1999 and has been a Paraplanner since 2008. During this time, Marie has gained a wealth of experience with a number of Wealth Management firms, including a prestigious Private Bank.
Having previously worked for Provest Financial Solutions between 2008 and 2010, Marie returned to the Provest team in 2019 to take on the role of Senior Paraplanner.
Within her new role at Provest, Marie will support the Financial Planner and Advisers with research and analysis and in preparing client financial plans and suitability reports.
Jayne joined Provest as the company's book-keeper. In addition to this she is also Paul's personal assistant, providing diary management and day to day support.
Sonia has been with the team since April 2019. She is responsible for managing Simon and Taylor’s diary as well as processing new business. To book a meeting with Simon or Taylor, please email Sonia.