Benchmark Financial Planning
Tracey O'Brien is an experienced financial professional currently serving as a Financial Planner at Benchmark Financial Planning since December 2023 and as a Financial Advisor at Global Financial since October 2019. Previous roles include Account Manager at WPA Healthcare Practice Plc from September 2018 to July 2019, where responsibilities involved managing healthcare accounts for Maximus Health Ltd, and Account Manager at The Centrecourt Partnership from May 2014 to August 2018, focusing on advising clients on mortgages and insurance products. Tracey O'Brien has been a Financial Advisor since January 2004. Educational background includes attendance at Winchmore School from 1982 to 1988.
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Benchmark Financial Planning
You work hard for your money - and it should work hard for you. That's where we come in. We are a Chartered financial planning firm with 30 years' experience helping families and small business owners achieve more than they ever thought possible.