Meet The TeamWe are committed to providing you with a personalised service, which will give you peace of mind that your finances are in very safe hands.
Gareth Elliott, Adv DipFA, AwPETR, CeMAP, CertLTCP
Chartered Financial Planner / Managing Director
In my spare time I am a big fan of the Belfast Giants and heading out on my motorbike when weather permits.
Tracey McIntosh, DipPFS, Cert CII (MP)
Senior Paraplanner / Pension Transfer Specialist
I am the Senior Paraplanner and Pension Specialist at Newbridge, using and building on existing experience and knowledge to simplify solutions and deliver peace of mind for our clients. I manage, review and closely monitor our bespoke Newbridge Investment Portfolios, ensuring that our clients’ funds are working hard for them. I also work with Gareth on more complex pieces of work.
I have over 20 years’ experience in the financial services industry and have worked for several financial firms throughout my career. Newbridge stands apart and has demonstrated a level of dedication to our clients, professionalism and team spirit that is unrivalled. I thoroughly enjoy being part of this team, working together to achieve and maintain our clients’ financial goals.
I am a member of the Personal Finance Society and the Society of Mortgage Professionals and hold the following professional qualifications with the Chartered Insurance Institute:
Level 6 Certificate in Pension Transfers
Level 4 Diploma in Financial Planning
Level 4 Award in Pensions Update
Level 3 Certificates in Mortgage Advice, Life & Pensions & Financial Operations
Level 3 Awards in Financial Services Administration (Life & Pensions)
I am currently working towards Chartered Status with the Chartered Insurance Institute.
I also hold the ILM Certificate in Leadership and Management through Belfast Metropolitan College.
I am also a mother of 18 and 8-year-old boys, so while I don’t have much spare time between work, family life and studying – I do enjoy relaxing with a good book, walks by the sea as well as good company of friends and family.
As PA to the Managing Director, I am the first point of contact for our clients; from initial meeting through the ongoing relationship, managing Gareth’s diary – ensuring our clients are at the heart of everything we do.
In addition to my main role, I work alongside the Newbridge Team to manage our social media presence as well as promotion via publications and public events. I enjoy working with organisations and charities to further Newbridge’s Corporate Responsibility profile, as well as with fellow business in support of local SMEs.
My career to date has focused strongly on administrative and client support, development, coordination and delivery of training, as well as social, academic and professional events. Newbridge has encouraged and supported me to build on my experience, by completing a number of courses to enhance my skill set, such as:
Customer Relationship Management; Project Management; Supervision Skills and a Level 3 Executive PA Diploma.
I am currently studying for a Diploma in Office Management.
Outside of work, I am part of a voluntary committee for my home town’s local community group; a registered charity who’s aim is to develop and support a spirit of community as well as create a sense of pride in the town which participants live and work. In my spare time, I enjoy being at home with my husband, son, dogs and chickens. I am an avid reader of literary fiction and a music enthusiast, with a life-long interest in equestrian activities.