My role at the Harpenden Office is enjoyable as it is varied, busy and challenging.”
Tracey Castle
Customer Relationship & Administration Manager, Harpenden
Lonsdale Role
Tracey joined Lonsdale Wealth Management in March 2011, supporting Mark Slobom. She is responsible for on boarding new customers, the ongoing administration support and customer relationships.
Career
Tracey has worked in Financial Services for over 30 years, she has previously held roles in Compliance & Account Management at Scottish Amicable, InPartnership, Bankhall and Tenet.
Tracey holds financial qualifications - Financial Planning Certificate, CeMap and CeRGI.
About Me
Outside of work Tracey enjoys spending time with her family. She also enjoys pilates and spinning classes.
Find the Harpenden office
16 Station Road, Harpenden, Hertfordshire, AL5 4SE