Paraplanner
Tracy Anjidani is a Paraplanner at Drewberry. She plays a big role in supporting our team of Wealth advisers in everything they do.
Areas of Expertise
- Pension Advice
- Investment Advice
- Tax Planning
Tracy's Role at Drewberry
Tracy was brought on board at Drewberry to support the rapidly-growing Wealth team in everything they do. Her extensive financial services background and knowledge of the administrative ins and outs of the industry means she is incredibly well-placed to help our Wealth advisers and their clients with all their financial planning needs.
Top Tip
When it comes to financial planning, you can never start too early. Whether you're looking to build a comfortable retirement, make tax-efficient investment choices or simply to secure a better financial future for you and your family, the earlier you speak to experts the better.
Who is Tracy Anjidani?
Tracy brings a wealth of experience to the Drewberry™ team having worked in Financial Services since 1999. She has undertaken a number of roles from working as a Financial Consultant with IFA's and Lloyds TSB bank, to being a Paraplanner for Lloyds TSB Wealth Financial and more recently St James's Place.
What else does Tracy do?
Tracy is a busy mum of three. In the spare that she does manage to get she can be found keeping fit either in a kettle bell class, doing a HIT workout or out running.