Chartered status for SG Wealth Management
Norwich and Ipswich based SG Wealth Management (SGWM) has started 2019 with something to celebrate, having just been awarded the title of Chartered Financial Planners.
Norwich and Ipswich based SG Wealth Management (SGWM) has just been awarded the title of Chartered Financial Planners.
The financial firm, founded in 2001 and employing almost 40 staff, is delighted with this accreditation, as Chartered status is only granted to professional firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards.
The title is awarded by the Chartered Insurance Institute (CII), the professional body for insurance and financial planning, and all Chartered firms must meet serious obligations. To retain the title, SGWM must ensure the advice, service and ongoing support they provide is of the highest quality. Advice must be based solely on clients’ researched needs, and provided by someone competent to discuss products and services that meet clients’ requirements.
SG Wealth Management’s Managing Director Stephen Girling, who completed a full management buyout of the company last year, says “Our Chartered title means a lot to us and there are very few other financial planning firms who carry this in our region. It was not easily achieved, and it takes commitment and continuous investment in customer service to maintain. We intend to maintain our excellent standards, guarantee our overall commitment to our clients and continue to demonstrate the professionalism for which we are renowned.”
other news from fig
Renowned deal-maker joins accountancy firm’s specialist Corporate Finance team
June 11, 2019
Lovewell Blake has boosted its specialist Corporate Finance team with the appointment of experienced deal-maker Ben Anstee as a corporate finance executive.
Young Norfolk cricketers take to the crease with renewed sponsorship deal
June 11, 2019
Norfolk’s Under 17s girls county cricket team are starting a busy season of matches – after a local firm of accountants renewed their sponsorship of the team for the third year running.
MIGSOLV Become Cambridge Norwich Tech Corridor Ambassadors
June 5, 2019
David Manning, managing director of cloud, connectivity and data centre experts, MIGSOLV, has become the latest ambassador for the Cambridge Norwich Tech Corridor.