“I’ve been looking through the Review document you prepared for us and have been finding it very interesting. I’m suddenly realising what an exciting thing it is to have a trust fund and all the more so for having one with Investing Ethically.”
“Delighted to be working with Investing Ethically, the sense of excellent client relations plus knowledge and professionalism is spot on.”
“We have always found you to be a superb company to deal with. As customers of some years standing it seems to us that the experience keeps improving.”
“We are very impressed with Investing Ethically’s professionalism, integrity and approachability.”
“Andy has been consistently very helpful, friendly, understanding and efficient. Exactly what I needed.”
“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.”
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.”