“I’ve been looking through the Review document you prepared for us and have been finding it very interesting. I’m suddenly realising what an exciting thing it is to have a trust fund and all the more so for having one with Investing Ethically.”
“Thank you for constructing and handling my investment and for the other areas of financial planning you’ve commented on along the way – I found it an encouraging process”
“Thank you for your letter, the contents of which I understand and appreciate entirely. Again I am grateful for your time, guidance and recommendations.”
“Our meeting with Lisa was extremely productive and we appreciate her giving up time to travel north to meet with us.”
“We appreciate the emails you send telling us of new opportunities and financial news.”
“I expected it to be above average and it has been even better than that. Thank you.”
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.”