Find out more about our firm

Tracy Morris FPFS

Chartered Financial Planner

Tracy is a Chartered Financial Planner, a member of the Chartered Insurance Institute and a fellow of the Personal Finance Society.

Achieved only by a minority of independent financial planners and recognised as the pinnacle of financial planning.

Marmalade Wealth Management is based in Leicestershire, and has been established for over 14 years.

Founder 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.

We endeavour to exceed our customers expectations by providing a prompt, reliable & professional service.

His qualifications include:

FPC 1, 2 & 3

(R01) Financial services, regulation and ethics

(R02) Investment principles and risk

(R03) Personal taxation and trusts

(R04) Pensions and retirement planning

(RO5) Financial protection

(RO6) Financial planning practice

(J10) Discretionary investment management

(AF1) Advanced personal tax and trust planning

(AF3) Advanced pension planning

(AF4) Advanced investment planning

(AF5) Advanced financial planning process

Tracy is also a qualified racing instructor “ARDS” qualified and has a substantial involvement within the motor sport industry.

So if we can help any budding racing drivers on all aspects of financial advice we would like to steer you in the right direction.

Obsidian Financial Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 509756 http://www.fca.org.uk/register.

Obsidian Financial Limited Registered Address: Obsidian House Hints Road Mile Oak Tamworth B78 3PQ. Registered in England & Wales, No. 06925501.

Neither Obsidian Financial Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk

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