Swans

Tracy Anjidani

Paraplanner
Boat

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

Quick Fire Questions

Tea or Coffee?
🫖
Biscuit or Cake?
🍪🍰
Cats or Dogs?
🐶
Favourite colour?
💙
What animal are you?
Elephant
Favourite Song / Artist?
Billie Jean by Michael Jackson
Biggest Life Lesson
Take every opportunity, life is short
Favourite Destination
Las Vegas

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.

 

Contact Us

Head Office & Pensions and Investments
Senator House
85 Queen Victoria Street
London
EC4V 4AB
Personal Insurance & Accounts Payable
Telecom House
125-135 Preston Road
Brighton
BN1 6AF
Drewberry London Office MapDrewberry Brighton Office Map

If you are unhappy with our service, we have a complaints procedure, details of which are available upon request. If you are unhappy with how your complaint has been dealt with, you may be able to refer your complaint to the Financial Ombudsman Service (FOS). The FOS website is www.financial-ombudsman.org.uk.

Drewberry Ltd is registered in England and Wales. Companies House No. 06675912

Drewberry Ltd registered office: Telecom House, Preston Road, Brighton, England, BN1 6AF. Telephone 0208 432 7333

Drewberry Ltd (Financial Conduct Authority No. 505473) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning

Limited, which are authorised and regulated by the Financial Conduct Authority.

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