“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 expected it to be above average and it has been even better than that. Thank you.”
“I want to simply say that the quality of service is very good indeed, considering how greatly I have benefited financially since starting the trust.”
“Andy has been consistently very helpful, friendly, understanding and efficient. Exactly what I needed.”
“Delighted to be working with Investing Ethically, the sense of excellent client relations plus knowledge and professionalism is spot on.”
“You have helped me with your advice and guidance which make me a much happier person. I would like to thank you for all your hard work.”
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.”