Investing Ethically

Tracey

Our office manager Tracey supports the independent financial advisors in Norwich and runs the office. Tracey has worked  with Alan for thirteen years and was part of the beginning and growth of Investing Ethically.

Outside the office, Tracey enjoys spending time with her husband and two teenage children along with aerobics classes, cycling and walking.

Phil

Philip has been an independent financial advisor with Investing Ethically for eight years. With a Masters from the UEA in environmental sciences, he has a deep commitment to following the principles of sustainability in his own life. A keen sportsman and allotment holder, Phil enjoys spending time with his family and young son, Charlie, who is always an excellent tonic after the challenges of work. Phil focuses much of his time on developing his relationships with his clients and in his role as Compliance Officer ensuring the firm maintains the very highest standards of advice and service.

Lisa

Lisa is a qualified independent financial advisor and has a degree in Development Studies and an MA in Education. She has worked with Investing Ethically for six years after having spent 8 years working for Norfolk Education and Action for Development on their fair trade and international trade projects.  Lisa is involved in a number of local development and human rights charities as well as the local Danish Society.

Lisa regularly contributes to the BBC's business news for Radio Norfolk.

Lisa is married with two children who keep her busy the days she doesn't work for Investing Ethically.

Andy

Andy has been with the firm three years. He has been a financial adviser since 1998 working for Norwich Union, Barclays, and Gerrards in Norwich and London. Before leaving the last of these companies, he had become increasingly disillusioned with main stream financial services. It seemed to him that the whole emphasis of the organisations he worked for was the pursuit of money. At Investing Ethically he says he found something totally different.

For Andy it is not just about the fact that all the pensions and investments that Investing Ethically recommends are ethical but the way we as a company treat each other, our clients and the involvement we have in the direction and growth of the company. Andy joined the firm because he wanted to be part of the solution rather than the cause of the many problems facing the planet today and that sense has only continued to grow since coming on board.

Alan

Alan is the founder of Investing Ethically

He has fifteen year's experience advising on ethical investments. Working first for Barchester Green and then helping found The Ethical Investment Co-op he decided in 2000 to set up a firm based on the teachings that had become important to him (Quakers and Stephen Covey).

Alan has a passion for classic cars and sailing and can often be found on the track or out to sea.

Having built a team of independent financial advisors he has retired from seeing clients. He is now responsible for trying to bring the message of ethical investment to as wide an audience as possible