Tracey McIntosh
Manager, File Review Team @Validpath
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WORK HISTORY
Manager, File Review Team @Validpath
EDUCATION
Chartered Insurance Institute
Level 3 Certificate in Mortgage Advice
Chartered Insurance Institute
Level 3 Certificate in Life and Pensions
Chartered Insurance Institute
Level 3 Certificate in Financial Services Operations, Financial Planning and Services
Chartered Insurance Institute
Level 3 Award in Financial Administration (Life)
Chartered Insurance Institute
Level 3 - RO5 - Financial Protection
Chartered Insurance Institute
Level 4 Certificate in Pension Transfers
Chartered Insurance Institute
Level 3 Award in Financial Administration (Pensions)
Institute of Leadership & Management
Level 3 Certificate in Leadership and Management
Chartered Insurance Institute
Level 6 Advanced, Pension Transfers (AF7)
Chartered Insurance Institute
Level 4 - JO7, Supervision in a Regulatory Environment
Chartered Insurance Institute
Level 4 Diploma in Financial Planning
Chartered Insurance Institute
Level 4 Award in Pensions Update
ABOUT TRACEY MCINTOSH
At ValidPath, my primary role is to ensure the utmost compliance and integrity in financial processes. With a strong foundation in financial services, I am dedicated to fostering robust relationships and solving complex problems with finesse. My recent transition to a managerial position within the File Review Team is a testament to my commitment to excellence and my ability to guide the highly skilled File Review Team towards ensuring high standards of compliance and client service.My journey with ValidPath to my current leadership role has been fueled by the focused pursuit of precision and client satisfaction with the support of the amazing team at ValidPath. With expertise in all aspects of financial planning and a history of enhancing operational efficiency, I am passionate about delivering results that not only meet but exceed regulatory and client expectations. In collaboration with my team, we are setting new benchmarks in the realm of financial compliance.
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