Tracey Daniel is a Chartered Financial Planner and Wealth Director with a diverse career in financial planning and compliance. They owned and operated ACTA Planning Ltd from 2021 to 2023, guiding clients in securing their financial futures. Previously, Tracey served as a Certified Financial Planner at Mulberry Wealth Management and as the Head of Compliance at CST Wealth Management. Their expertise also includes a brief tenure as an Interim Financial Planning Manager at Bartholomew Hawkins Ltd, where they managed a team and oversaw compliance operations. Currently, they hold the position of Wealth Director at Brooks Macdonald.
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