Unit 1B Stairbridge Court
Stairbridge Lane
Bolney, West Sussex RH17 5PA
UK, England
Phone: 07825 070660
Mobile: 07825 070660
Email: tracey.evans@theprogenygroup.com
Website: https://theprogenygroup.com/
Training: Registered Life Planner® more info
Specialties
I offer a holistic approach to financial planning centred around your life goals. WI work primarily with pre retirement, at retirement and people going through transition for example divorce or bereavement.
About My Practice
Progeny are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR and private and corporate legal services.
Our mission is to be the most trusted professional advisory firm in the UK and beyond.
About Tracey Evans
I entered this industry in the late 1980's and realised that through life planning I could make a real difference to people's lives. My key passion is to help clients see the bigger picture in terms of their finances. In my spare time I am also a Trustee of a children's charity and also act as the Treasurer and have been doing this since 2011.
Ideal Clients
The majority of my clients are 55 plus and need help managing, growing and protecting their wealth. I also have a niche of also working with ladies going through divorce who need a listening ear and will decipher financial matters into easy to understand language
Qualifications
Registered Life Planner®, Chartered Financial Planner, Certified Financial Planner®
Compensation
Fee based usually based upon assets under management however we can offer fixed fees and hourly rates
RLP ® Since
2011
Industry Start Date
1989