“This was a new experience & met our needs/expectations well.”
“we both thought the company was excellent in all aspects”
“We have always found you to be a superb company to deal with. As customers of some years standing it seems to us that the experience keeps improving.”
“The paperwork was easy, clearly marked and wherever possible, pre-filled-great!”
“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.”
“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”
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.”