Tracey Williamson Afps

Tracey Williamson AFPS is a seasoned professional in financial planning with extensive experience in leadership roles across several prestigious financial institutions. Currently serving as Regional Manager for Financial Planning at Rathbones Group Plc since February 2023, Tracey previously held the position of Financial Planning Director at Forth Capital from May 2021 to December 2022. During tenure as Client Director at Schroders Personal Wealth from June 2019 to April 2021, Tracey managed the relationship development of 1,000 mass affluent clients and led a team of financial advisers. Prior experience includes serving as Relationship Director at Bank of Scotland Private Banking from 2014 to 2019, overseeing approximately 5,000 private banking clients, and as Senior Area Manager at Lloyds Banking Group from 2005 to 2014, where responsibility included enhancing the performance of wealth management advisers in Scotland. Tracey is a member of the Chartered Insurance Institute and holds the designation of APFS.