Tracey Bishop


Head of Technical Analysis & Financial Planner

Certificate in Mortgage Advice

Diploma in Insurance

At work

Tracey oversees our technical analysis team. With more than 14 years’ experience as a financial adviser, she has a wealth of industry experience.

In addition to her team leader role, Tracey provides paraplanning support, including research and report writing, to Lesley and Sean.

At play

Tracey is a keen runner and also enjoys trips to the theatre and socialising with friends.

Client testimonials