Chartered status for SG Wealth Management

  • Chartered logo
    Chartered logo

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.

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.”

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