Unit 1B Stairbridge Court
Bolney, West Sussex RH17 5PA
Phone: 07825 070660
Mobile: 07825 070660
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
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.
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
Registered Life Planner®, Chartered Financial Planner, Certified Financial Planner®
Fee based usually based upon assets under management however we can offer fixed fees and hourly rates
RLP ® Since
Industry Start Date