SG Wealth Management boosts workforce further

  • Neil Dobson SG Wealth Management
    Neil Dobson, Wealth Manager
  • Jon Ellis, SG Wealth Management
    Jon Ellis, Client Services Support

SG Wealth Management (SGWM) has expanded its workforce even further with two recent appointments to the Wealth Management and Client Services Support teams.  These are the latest of 6 new positions created by the company over the last 6 months alone.

SGWM, who now boasts almost 40 staff across its Norwich and Ipswich offices, has recruited Neil Dobson, a Chartered Financial Planner with 25 years in the financial industry, and Jon Ellis who has moved across to the financial sector after 8 years in the legal industry.  New Wealth Manager, Neil - an Associate of the Personal Finance Society - will be providing advice to clients throughout East Anglia, advising on a wide range of financial planning areas. He specialises in pension and investments and has joined SGWM’s respected team of Wealth Managers, who excel in building long term relationships whilst helping clients achieve their life goals.

Jon, who joins Client Services Support, previously worked in a paralegal role, where he dealt with the calculation of complex financial losses in serious injury litigation for a large firm of solicitors in the top legal 500.  Jon spent two years studying for a Diploma in Financial Planning in his spare time, before making the move to SG Wealth Management while continuing to work towards his certification.

Commenting on the new appointments, SG Wealth Management’s Managing Director, Stephen Girling, said, “We are delighted to be expanding our customer offering and skilled team even further. We have a strong client-centric ethos built on our core values of impartiality, accountability and trust. With an ever-growing client base, it is imperative that we also have the correct level of skilled, experienced staff in place to continue this ethos and deliver the exceptional service on which we pride ourselves.  I am certain Neil and Jon will each enjoy successful careers with SG Wealth Management.”

Pictures show Neil Dobson, Wealth Manager and Jon Ellis, Client Services Administrator

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