Posted on 6th October 2018 at 20:45
We are extremely fortunate to have Mr. Tracy Morris as our Patron with his Company Marmalade Wealth Management Ltd http://www.marmaladewealth.com/
The support that he has given us over the last few months has been nothing but remarkable, we owe so much to this man, he is genuine and fully supportive in everything that we are doing...... we are so lucky!
Founder of Marmalade Wealth Management, Mr Tracy Morris has over 30 years experience in financial services having previously been a director and group manager of some of the largest financial institutions in the UK. Tracy is one of the United Kingdoms highest qualified financial consultants, recognised by the Personal Finance Society and Chartered Insurance institute, with their highest qualification attainable of Fellow. This is only held by a small number of committed Chartered Financial Planners in the UK and demonstrates a life long commitment to on going professional development.
He firmly believes that you are never too old to learn something new and still gets fun out of staying on top of the financial services learning curve even after 30 years. We are very proud to have Tracy as our Patron, one of the most loyal, genuine and trustworthy individuals that we have met. His support to us throughout our early stages has been an important factor to how Phoenix Heroes is developing.
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