Tracey Castle

Customer Relationship & Administration Manager, Harpenden

Lonsdale Role

Tracey joined Lonsdale Wealth Management in March 2011, supporting Mark Slobom. She is responsible for on boarding new customers, the ongoing administration support and customer relationships.


Tracey has worked in Financial Services for over 30 years,  she has previously held roles in Compliance & Account Management at Scottish Amicable, InPartnership, Bankhall and Tenet.

Tracey holds financial qualifications - Financial Planning Certificate, CeMap and CeRGI.

About Me

Outside of work Tracey enjoys spending time with her family. She also enjoys pilates and spinning classes.

Find the Harpenden office

16 Station Road, Harpenden, Hertfordshire, AL5 4SE