Tracey Reed - Financial Planner

Having joined Lloyds Banking Group in 1985 Tracey has gained over 37 years' experience in a wide range of areas within the financial services sector. These include mortgage advice, commercial financial planning, compliance, private banking and all aspects personal financial and lifestyle planning.

Tracey joined the team at Regentia Lifestyle Planning Ltd in June 2021 as an Independent Financial Adviser.

At Regentia Lifestyle Planning we believe in good old-fashioned client-centred advice and services. As part of the Regentia team Tracey offers wealth management advice together with the right investment strategy which are crucial elements in securing clients financial well-being.

Tracey aims to give every client a personal and an individually tailored service to help meet their objectives.

As an accredited Later Life Adviser Tracey is qualified and experienced in supporting clients of all ages and their attorney's whatever situation they may find themselves in. For example, many clients are concerned about care costs and planning to meet these; or what options exist for passing on their assets to the next generation in a tax efficient manner. Tracey can offer advice and support relating to these important issues.

Building strong, long-lasting relationships with her clients and their families enables Tracey to offer beneficial advice at every stage of life.

Contact Tracey using the information below:

07725 942260
traceyreed@regentia.co.uk