Meet The Team
Find out more about our firm
Obsidian Marmalade
Tracy Morris - FPFS
Chartered Financial Planner / Managing Director
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 17 years.
Founder Mr Tracy Morris has over 39 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.
Tracy was also a qualified motor racing instructor “ARDS” qualified grade A and had a substantial involvement within the motor sport industry along with being a former private pilot.
However he now spends his spare time supporting military veterans suffering with Post-traumatic stress disorder (PTSD) through Phoenix Heroes of which he is the proud Patron
T: 0845 0945 445
E: tracy@marmaladewealth.com
M: 07711 353 185