Tracey Che

A Financial Planner at Moore Kingston Smith Financial Advisers, Tracey Che provides holistic financial planning to ultra-high-net-worth individuals. She creates bespoke plans for each client by understanding their goals and aspirations, and modelling their specific circumstances using the Voyant Cashflow Modelling tool.

She believes this is invaluable for conveying the technical planning strategies in an easy-to-understand format, providing clients with peace of mind that their finances align with achieving their goals for the future.

She was recently jointly awarded The Worshipful Company of Insurers award for her excellent performance in the completion of her Diploma in Financial Planning and is currently working towards Chartered status.