New financial planner joins Future Life Wealth Management
21 March 2016
A new financial planner has joined Derbyshire-based Future Life Wealth Management.
Tracey Bromley joins from Heartwood Wealth Management, a wholly owned subsidiary of Handelsbanken, where she was client director for South and West Yorkshire.
Tracey, 50, who started her career at HSBC, has also worked for the private bank Coutts and J P Morgan.
Future Life is based in Renishaw and offers a bespoke financial planning service to generators of wealth, typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.
The company was listed in the top 100 financial management companies in the country by New Model Adviser in 2013, in 2014 and again in 2015.
Managing director, Jillian Thomas, who is also president of Sheffield Chamber of Commerce, said she was delighted to take on Tracey.
“Tracey has the experience and calibre we need to continue to provide excellent services to our clients,” said Jillian.
Tracey, who lives near Selby, said: “I joined Future Life because of Jillian Thomas and the fantastic team she has behind her.”
Notes to editor
Attached photograph shows Tracey Bromley.
Jill Thomas can be contacted on 01246 435 996.
For more information about Future Life go to www.wealthmanagement.uk.com
This press release was prepared by Capital B Media, a public relations and media training agency based in Sheffield, South Yorkshire. For more information, please visit www.capitalbmedia.co.uk