About Paul Tracey

Paul Tracey

APFS CFP Chartered MCSI

Paul Tracey has been involved in the financial services industry since 1989 and has built the business purely by referral.

About

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.

Testimonials

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To Paul, Vicky, Simon & all the back office staff at Provest. Thank you everyone for a great job, well done. Thank you for all your hard work and dedication for me and my family. I am now financially safe and sound, no debts and in the process of buying my own flat. It's a dream come true, and I...
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Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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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.

Provest Wealth Management is a trading name of Provest Financial Solutions LLP. Provest Financial Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC343605. Registered Office: Gainsborough House, 14 Burnett Road, Streetly, Sutton Coldfield, Birmingham, B74 3EJ.