“Coming from a mainstream financial background, it was inspiring to discover the positive impact investing ethically can provide. It’s a joy to come to work being part of a moral community.”
“We are very impressed with Investing Ethically’s professionalism, integrity and approachability.”
“Freedom from Torture has been working with Investing Ethically for over seven years now (or since 2008). They have sponsored our events and made many donations in support of survivors of torture. We are very happy with our relationship and expect it to grow and develop in the years to come.”
“Investing Ethically went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have their help.”
“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.”
“Our meeting with Lisa was extremely productive and we appreciate her giving up time to travel north to meet with us.”
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.”