“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.”
“With every passing year, the traditional view that Investing Ethically entails sacrificing profits looks increasingly outdated. In our latest survey, ethical funds have more than held their own.”
“We appreciate the emails you send telling us of new opportunities and financial news.”
“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.”
“I very much value having a financial adviser that I can trust.”
“I expected it to be above average and it has been even better than that. Thank you.”
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.”