“Delighted to be working with Investing Ethically, the sense of excellent client relations plus knowledge and professionalism is spot on.”
“Andy has been consistently very helpful, friendly, understanding and efficient. Exactly what I needed.”
“Thank you so much for helping me put this pension in place. Your assistance has been crucial in terms of feeling confident to make this decision. I really appreciate it.”
“We felt thoroughly confident and assured that our needs were being properly considered. We would have no hesitation in recommending your services to others. We felt your service was completely directed towards the benefits of us, the clients.”
“We are very impressed with Investing Ethically’s professionalism, integrity and approachability.”
“I have come to expect that Phil will offer more than expected – because he always does! 5* service.”
Director & Company Secretary
Tracey has worked for Investing Ethically for 16 years, and has played a major part in its growth and development. Since the firm began trading in 2000, she has supported the financial adviser team wherever she can, running and managing the office activity. She takes care of everything behind the scenes and without her organisational skill, the office would undoubtedly be in disarray.
Outside the office, Tracey enjoys spending time with her husband and two children, as well as her beautiful new granddaughter.
Her hobbies include regular exercise classes, walking with family around the Norfolk countryside and coast, holidays and the theatre.
Favourite Part of the Job?
“I am proud to keep the company records, databases and accounts in order, allowing the business to run smoothly. Also, that we work as a close team, whilst we all know we can rely on our colleague’s support when needed, we also trust each other to carry out their role to the best of their ability.”
Worst part of the job?
“The changing regulatory requirements.”