“Delighted to be working with Investing Ethically, the sense of excellent client relations plus knowledge and professionalism is spot on.”
“I felt that the paperwork and literature was relevant and organised and knew that I could point out and have any queries answered and explained.”
“Thank you for your letter, the contents of which I understand and appreciate entirely. Again I am grateful for your time, guidance and recommendations.”
“I am very impressed with the amount of effort you’ve put into the report. I’m finding it very interesting.”
“Many thanks for yesterday. I think everyone found it really useful, I certainly did! I was very pleased with the turnout at the general meeting and the uptake for the individual sessions. Thanks for all the literature – I will get that put up on the internal site as soon as possible.”
“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.”