Tracy Wernham

Business Manager | Founder

Professionally

After 15 years as business manager and a director of the firm Tracy has gained a significant understanding of running a financial services business. She now works part time supporting the senior management team with business and regulatory compliance assistance. This allows Tracy to spend time looking after her family when needed

Personally

Tracy is married to Don and enjoys playing tennis, walking and gym work in order to try and stay fit & Healthy. She has recently moved house and is in her happy place creating interiors for her new home and planting out in the newly landscaped garden. As a bit of a home bird, she loves nothing more than creating a gathering with her growing family & friends. She loves to travel and has a few places on her bucket list yet to visit, however always enjoys her time spent in Portugal.

Spotlight questions

On an ideal weekend you can find me:

Having a day out exploring new places, possibly an old house with gardens or a pretty town or village, followed by a nice meal and a glass of something chilled.

My favourite holiday destination is:

Anywhere where there is sunshine, sea and great company.

The three people at my dream dinner party would be:

It wouldn’t be a dinner party, it would have to be music and singing with guitars around a campfire on a beach with my family & friends – I could not restrict my dream people to just three!!

If I could be any fictional character, I would be:

Cinderella – A lovely rags to riches story where good outweighs bad…and she gets to wear nice dresses and dance!

When the dessert menu arrives, I’m looking for:

A pudding or a cheesecake

The best gift I’ve ever received is:

My two boys

If I could turn any activity into an Olympic sport, I would win a medal in:

Decluttering!

Simple Solutions Financial Planning is a trading style of Simple Solutions Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Simple Solutions Financial Management Ltd on the FCA register by clicking here. Simple Solutions Financial Management Ltd is registered in England. Company registration number: 06920858. Registered address: The Base, Dallam Lane, Warrington Cheshire WA2 7NG.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

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