“Phil went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have his help.”
“We appreciate the emails you send telling us of new opportunities and financial news.”
“You really deserve to be rewarded for your professionalism and innovation in keeping true to your principles but moving on too”
“Thank you for your letter, the contents of which I understand and appreciate entirely. Again I am grateful for your time, guidance and recommendations.”
“Just received your report and we find it excellent for our needs. It is understandable, clear and (even more delightfully) brings good income news! Thank you so much, you are doing exactly what we wanted from our adviser.”
“Many thanks for yesterday. I think everyone found it really useful, I certainly did! I was very pleased with the turnout at the general meeting and the uptake for the individual sessions. Thanks for all the literature – I will get that put up on the internal site as soon as possible.”
Director & Company Secretary
Tracey has worked for Investing Ethically for over 20 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 grandchildren.
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.”