About Tracey
Tracey is a dedicated paraplanner at Cardan Wealth Management, supporting advisers with research, report writing, and compliance. She specialises in pensions, investments, and regulatory documentation, ensuring advice is clear and client-focused.
With strong skills in simplifying complex financial concepts, Tracey helps to create suitability reports and technical analyses that meet high regulatory standards. She focuses on process improvement and ensuring strategies are aligned with individual needs and goals.
Away from the office, Tracey enjoys travelling, yoga and exploring new recipes with varying degrees of success.
The people who make it happen
Take a peek behind the curtain and meet the team responsible for bringing your money goals to life.
Praise you can trust in
These real clients were kind enough to share their honest thoughts about their experience with us.
Andrew always takes time to listen to our wishes and plans and gives us the confidence to make the right financial decisions for our family. We have been very happy to recommend him to friends and family who have also felt supported and listened to.
Mr and Mrs B
26th August 2026
We have always found Andrew easy to talk to and discuss all financial matters relating to our savings and income. His explanations of financial investments are easy to understand and the advice has always been relative to our needs.
Mr and Mrs D
29th August 2026
Andrew is professional, friendly, and extremely helpful. He makes everything easy to understand and gives great advice. I would highly recommend Andrew to anyone looking for a trustworthy financial adviser.
Client LN
22nd October 2026
Simon Reeve provides a great service to me, always on hand to answer any queries, and I’m very happy with the investment products recommended five years ago which I still hold.
Client SH
10th July 2026
The service is exemplary. I feel very safe putting my financial future in Andrew’s hands, and believe he is doing his best to make it as secure as possible.
Client KW
1st September 2026
Everything has been very straightforward and the results in terms of growth have been positive.
Client JT
14th July 2026
Always a pleasure to meet up with Andrew, who is always knowledgeable and helpful.
Client AC
25th August 2026
Andrew and the team have been thoroughly helpful and illuminating.
Client AS
4th September 2026
Excellent – professional, straightforward, and client-focused.
Client GE
9th July 2026
Very responsive and proactive.
Client CW
12th July 2026