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Client Services Team

Robert Tracey

Client Services Operator

Qualifications:

Biog:

Joining Sanlam in May 2015, I‘ve 15 years working in the Financial Services industry in a variety of roles including Group Risk, Account Manager in Pensions/Investments & Protection and Sales Support. Prior to this, I graduated with a degree in American Studies and History.

In my most recent role I spent nearly 3 years with Novia Financial working within their Sales Support team on their platform.

In my current role I’m looking to bring my experience in Customer Services and Sales Support to the new Client Services team and make it a success.

I am a keen Liverpool/Bristol City fan and am a Qualified Level 2 football coach. I love to play golf and keep fit by running as often as possible. The rest of my time out of the office is devoted to family life with my wife and two girls.

Contact:

clientservices@sanlam.co.uk

Testimonials:

Robert Tracey

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.