“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.”
“You really deserve to be rewarded for your professionalism and innovation in keeping true to your principles but moving on too”
“Coming from a mainstream financial background, it was inspiring to discover the positive impact investing ethically can provide. It’s a joy to come to work being part of a moral community.”
“Our meeting with Lisa was extremely productive and we appreciate her giving up time to travel north to meet with us.”
“With every passing year, the traditional view that Investing Ethically entails sacrificing profits looks increasingly outdated.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.”
“Helpful that we were able to use phone/skype to conduct the meeting given the distance between the Trustees”
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.”