Tracey Foster team memberIt’s a warm welcome to Tracey Foster who is heading up our new office at 2,Snow Hill, Birmingham.

 Caroline Anstee, Managing Director of Anstee & Co. said: 

“Historically, as a company we have always had a strong working relationship with a number of professional introducers in the Birmingham area. We have been looking to open a Birmingham office for a while, but have been waiting for the right people to join us. We have known Tracey for some time and have been keen for her to join the team. She shares the same high professional standards that we do and is very client focused. Qualities that have been at the core of our business. I feel that it is somewhat of a coup for us that she will be heading up our Birmingham Office.” 

Tracey’s areas of expertise and experience. 

Tracey has a wide range of experience within the finance industry. Having started her career in the banking sector, Tracey spent over 23 years with Barclays. Of which 6 years was spent with Barclays Wealth in Jersey advising expatriate clients around the world on international investments. Since returning to the UK, Tracey has worked in the Private Banking and financial planning sectors. She has been advising clients on their savings and investments, retirement planning and pension needs and inheritance tax. For the last 18 months Tracey has spent time working for a leading expert witness company preparing Pensions on Divorce reports for the courts, solicitors and their clients. During this time she has developed an in-depth knowledge and understanding in this niche area. 

Tracey Foster, Head of our Birmingham Office said: 

“I am very much looking forward to advising new clients in Birmingham and the West Midlands on their financial planning needs.” 

How Tracey Foster and her team can help you. 

If you would like to meet Tracey Foster and her team then please contact her directly at our Birmingham Office. As independent financial advisers (IFA’s) we can help with all areas of financial planning including investments and retirement planning.

Meetings can be arranged at a time and location that is convenient to you. Why not arrange a meeting with Tracey today to see how she can help you.