Tracey Evans


Juno Wealth Management
Unit 1B Stairbridge Court
Stairbridge Lane
Bolney, West Sussex RH17 5PA
UK, England
Phone: 01444 237822
Email: tracey.evans@junowealth.co.uk
Website: www.junowealth.co.uk
Training: Comprehensive RLP® more info

Specialties
We offer a holistic approach to financial planning centred around your life goals. We work primarily with pre retirement, at retirement and people going through transition for example divorce or bereavement

About My Practice
Juno Wealth Management is a chartered firm of financial advisers and is one of just over 600 firms to be awarded this much coveted status. To be awarded corporate chartered status a firm has to abide by a stringent code of ethics. We are a husband and wife team who understands how important the client journey is. We never forget that you are our client and not your money.

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. In 2006 I set up my own practice having worked for several large firms of advisers. 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