Tracey Townsend

Areas of expertise

Management of investment portfolios; private clients, trusts and self-invested personal pensions (SIPPs).

Experience

Tracey is an investment manager based in our Birmingham office. She provides discretionary investment management advice to individuals, families and trusts. She manages portfolios in a range of taxable and tax sheltered environments, including pensions, trusts and offshore bond structures.

Tracey started her career in investment management with Albert E Sharp and joined Smith & Williamson in 2008 when the Birmingham office opened.

Professional qualifications and memberships

She holds the Chartered Wealth Management qualification and is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI).