Tracey Underwood

Non Executive Director

About Tracey Underwood

I work as a business consultant to financial planning firms.  My focus is providing direction on business strategy, proposition and processes, providing hands on support to the firm.

I enjoy seeing the changes within the business come to fruition and the team embracing the change.

Spotlight questions

How do you most like to spend your time outside of work?

Participating in Crossfit and also judging National Crossfit competitions. Baking/ entertaining and seeing my friends enjoying the fruits of my labour!

Something guaranteed to make your day better…

Being greeted by my dogs as if I had been away forever even though it’s been 5 minutes.

The last book / film / TV series you recommended to someone (and why)…

Rocket Fuel by Gino Wickman - great for business visionaries and implementors

What makes you laugh?

British Humour – you can’t beat it!

Is there a quote or motto you try to live by?

Progress over perfection

An achievement you’re really proud of…

Passing my Certified Financial Planner Qualification – hardest qualification I’ve done but the most meaningful.

Contact us