APFS, CFP™ Chartered MCSI, Chartered Financial Planner, RLP®, Chartered Wealth Manager
Tracey Evans is joint business owner and our Principal Financial Planner at Juno Wealth.
Tracey is passionate about helping clients see their big picture and has been doing so now for over 28 years. She forged her early career at several national advisory firms where she learnt her craft and came to understand that financial advice isn’t just about money.
Tracey offers a truly personal financial planning service undertaken with care and attention to detail, offering a listening ear with everything explained in a clear and concise way.
Tracey is a Certified Financial Planner professional. CFP™ certification is the only globally recognised mark of excellence in Financial Planning. Tracey also holds the Chartered Financial Planner qualification and is an Associate of the Personal Finance Society (APFS).
Tracey is also one of the U.K.‘s top Registered Life Planners with the prestigious Kinder Institute. An 18 month period of intensive study and on-going mentoring resulted in Tracey becoming one of just 75 people in the UK to be granted the prestigious accreditation of a Registered Life Planner (RLP®).