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Tracey Che

Tracey Che

Financial Planner

London
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Rating
Tracey Che
Contributor

Tracey Che

Financial Planner

London
Likes11
Rating

This profile page is for Tracey Che, Financial Planner on Boring Money Advice. This adviser directory allows you to browse trusted, vetted financial advisers. Enter your location or use the advanced filters to find the perfect match.

About Tracey Che

As a Financial Planner at Moore Kingston Smith, I provide holistic financial planning to high-net-worth individuals. I create bespoke plans for each client by working to understand their goals and aspirations, then model their specific circumstances using cashflow modelling. I believe this is invaluable for conveying technical planning strategies in an easy-to-understand format, so I can provide clients with peace of mind and the assurance that their finances will align with their goals for the future.

I was recently jointly awarded ‘The Worshipful Company of Insurers’ award for excellent performance in the completion of my Diploma in Financial Planning.

In my spare time, I like to host dinner parties and even managed to cook for 15 family members over Christmas. Having bought a property during lockdown, I’ve spent a lot of time doing DIY and making my own furniture. Although I love travelling, the pandemic has made me appreciate the beauty of the UK; I hiked Snowdon last summer with some friends and plan on completing the 3 peaks someday soon!

Likes
Cooking
Ziplining
Hiking
Dislikes
Spiders
Bland food
Lockdown

Information

Specialisations

Ageing Parents
Health
Estate and Inheritance planning
Pensions

Qualifications

Diploma in Regulated Financial Planning

Fee structure

Ongoing % fee