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Tracey Beechey
Financial Planner & Director
Warwickshire
07833 048333

After a long career in Wealth Management/Private Banking with HSBC and latterly Kleinwort Hambros, Tracey has took the opportunity to set her own Independent Financial Advice (IFA) business, Oculus Wealth Management (Warwickshire) Ltd, trading as an Appointed Representative of the wider Oculus Wealth Management Group. The business offers comprehensive financial planning solutions to meet the needs of her clients, with the benefit of the scale and reach that the Oculus Group can provide.
Oculus (Warwickshire) is focussed on delivering a high quality individualised client experience exclusively for a small group of families and business owners.
In her personal time Tracey is a lifelong Coventry FC supporter and season ticket holder, a passionate and enthusiastic golfer. She is also a proud mum & grandmother.
Oculus Wealth Management (Mayfair)
Oculus Wealth Management (Warwickshire) Ltd is an appointed representative of Oculus Wealth Management, registered in England and Wales under company number 16584450 with its registered office at 2 Grove Park Court, Harrogate, England, HG1 4DP and FCA register number 1041471
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