Tracey Saunders Dipfa

Tracey Saunders DipFA is a highly experienced financial services professional with over 35 years in the industry, currently serving as Partnership Recruitment Manager - Wealth at The Openwork Partnership since January 2020. Tracey possesses a Level 4 qualification and has demonstrated expertise in mortgages, protection, pension funds, retirement planning, and coaching. Previous roles include serving as Regional Recruitment Manager and Regional Director with over 30 years of experience in various firms, including Quilter Financial Planning and Personal Touch Financial Services Ltd. Additional experience includes roles as Client Support Manager at Bracebridge Wealth Management, Centre Manager at Sutton Executive Centre, and Training & Development Manager at HSBC plc, where Tracey successfully implemented a Senior Management Programme in both the UK and Hong Kong.