“Andy has been consistently very helpful, friendly, understanding and efficient. Exactly what I needed.”
“I am very impressed with the amount of effort you’ve put into the report. I’m finding it very interesting.”
“Always helpful and I enjoy our meetings – Andy always makes time to talk about personal matters – which keeps the investment decisions in context.”
“I expected it to be above average and it has been even better than that. Thank you.”
“we both thought the company was excellent in all aspects”
“Phil went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have his help.”
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.”