Tracy Waterson

Tracy Waterson is a financial coach and presenter at WEALTH at work, a leading financial well-being and retirement specialist. Prior to this role, Tracy worked at Barclays for over 17 years, most recently as a Market Premier Relationship Manager. With over 26 years of experience in Corporate, Business, and Retail Banking, Tracy has expertise in developing and maintaining client portfolios, delivering personalized services, and ensuring excellent customer outcomes. Additionally, Tracy has experience as a lending specialist, working with SMEs with turnovers between £1m-£5million or businesses with specialized relationship needs.