“I very much value having a financial adviser that I can trust.”
“Thank you so much for helping me put this pension in place. Your assistance has been crucial in terms of feeling confident to make this decision. I really appreciate it.”
“Delighted to be working with Investing Ethically, the sense of excellent client relations plus knowledge and professionalism is spot on.”
“We appreciate the emails you send telling us of new opportunities and financial news.”
“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.”
“I am very impressed with the amount of effort you’ve put into the report. I’m finding it very interesting.”
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.”