“The paperwork was easy, clearly marked and wherever possible, pre-filled-great!”
“We appreciate the emails you send telling us of new opportunities and financial news.”
“I very much value having a financial adviser that I can trust.”
“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”
“Investing Ethically Ltd, Norwich-Pioneers in the field, with a solid reputation and who we know at Ethical Consumer. They focus on Ethical Investment Advice.”
“With every passing year, the traditional view that Investing Ethically entails sacrificing profits looks increasingly outdated.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.”
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.”