Paraplanner
Tracy Anjidani is a Paraplanner at Drewberry. She plays a big role in supporting our team of Wealth advisers in everything they do.
- Pension Advice
- Investment Advice
- Tax Planning
Tracy Anjidani
Quick Fire Questions
Tea or Coffee?
Tea always
Biscuit or Cake?
Both
Cats or Dogs?
Dogs, I have a black lab puppy
What animal are you?
Elephant
Favourite colour?
Blue
Favourite Song / Artist?
Billie Jean by Michael Jackson
Biggest Life Lesson
Take every opportunity, life is short
Favourite Destination
Las Vegas
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.
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.
I worked with Drewberry and was assigned Sam as my account lead - I can safely say he is the most knowledgeable insurance professional I have ever met and made the application process easy to understand and painless. We processed 4 applications in total and it took just over a week to get them all agreed/documentation issued. Can highly recommend Sam and Drewberry!
Stephen Gorman
16/05/2021
I worked with Drewberry and was assigned Sam as my account lead - I can safely say he is the most knowledgeable insurance professional I have ever met and made the application process easy to understand and painless. We processed 4 applications in total and it took just over a week to get them all agreed/documentation issued. Can highly recommend Sam and Drewberry!
16/05/2021
Stephen GormanLondonBrighton
- 1You Come FirstWe are a client focused business who always aim to put you first.
- 2We are ExpertsTo provide you with the best advice, we need to know our stuff!
- 3We are HumanWe are real people with feelings who are here to help you.
- 4We are ProfessionalProviding a 5-star service requires a professional approach to everything we do.
- 5We are here to EducateWe don't believe in sales, we are here to educate so you can make informed decisions.
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