Tracey Watson
Investment AssistantTracey works within our Trust and Executry team.
Tracey is part of our Trust and Executry team, where she ensures that all dealings with shares and securities are handled efficiently and accurately as part of the trust and executry administration process. With over 30 years’ experience, she brings a wealth of knowledge to this highly detailed area of estate work.
She holds the Investment Advice Certificate from the Chartered Institute for Securities & Investments (CISI) and plays a key role in supporting the smooth administration of estates and trusts involving financial assets.
