About us
Our purpose is to support our clients and deliver a bespoke service.
What I do
I consider myself to be a lifestyle financial planner in the truest sense of the word. This means I give financial advice differently by putting the spotlight on you and working together with you to find out what financial freedom looks like.
This is your journey and your life. Our role is to get you to where you want to be by mapping out the journey from where you are now, based on your aims and values.
Who am I?
I am Tracey Plant, an independent financial planner that helps individuals and business owners achieve their personal and financial objectives.
As an adviser of the financial planning network Corbel Partners, I am supported by paraplanners and administration staff. Together, we put your interests first and form a long-standing relationship.
Why choose Seraphim?
Getting the little things right is fundamental. I take the time to get to know you, whether that’s from how you best like your tea to your worries and visions for the future. No stone is left unturned.
I take my role as your financial planner incredibly seriously. I never cut corners. Financial planning can’t be rushed, which is why I build strong, long-term relationships.