Director and Company Secretary
Tracey’s role is varied and non-advisory. She makes sure that regulations are followed, records are maintained, and that the office runs smoothly.
Who is Tracey
Tracey has worked at Investing Ethically Ltd since it was founded in 2000, with previous financial services roles. Outside work she enjoys regular exercise by going to the gym, walking, and reading.
Tracey is married with two adult children and two beautiful grandchildren, all of whom she is immensely proud of and loves spending time with.
What's it like working at Investing Ethically?
I have really enjoyed seeing the business grow and building the amazing team we now have. In my role I take care of everything 'behind the scenes' at the office and am proud to keep the company records, databases and accounts in good order, to allow the business to run smoothly. I like that we're a small business where our advisers truly care about our clients, on both a personal and a financial level. I'm always impressed by how much they can remember about people's lives, which shows just how much they care.