Tracy is the Senior Trust & Estate Planning Administrator for ML Trust & Estate Planning, the sister company to ML Financial Associates, and is based at the Wymondham office in Norfolk. Her role incorporates the management of the day to day running of the Trust company and sourcing the best possible trust solutions for our clients.
Joining ML in 2012 Tracy brought with her a wealth of industry experience with her having previously worked as a Financial Adviser and Paraplanner achieving the Certificate in Financial Planning (Cert PFS) before taking some time out to start a family.
Tracy is married to Ian and has a son, Isaac as well as three step-daughters Jessica, Rebecca and Abigail. Outside of work Tracy likes to spend time with her family and has a keen interest in nutrition, holistic therapies and personal development.
ML Trust & Estate Planning Company LLP is a limited liability partnership registered under registration number OC354250.
Products offered under this remit are not regulated by the Financial Conduct Authority
