SG Wealth Management expands Paraplanning Team

  • SG Wealth Management
    Nick Willis

Chartered Financial Planners SG Wealth Management (SGWM) is pleased to announce the appointment of another new addition to it's Paraplanning division.

SGWM, who boasts almost 40 staff across its Norwich and Ipswich offices, has recruited Paraplanner, Nick Willis.  Nick has worked in both paraplanning and management roles for various successful firms in the industry since 2010, so he’s very experienced in technical research, analysis and supporting Wealth Managers with holistic financial planning.

He says "I'm looking forward to supporting the SG Wealth Management Team with their planning.  I'll be based in Ipswich, but working across our entire client base so will be able to provide my expertise across a broad range of client needs across the region."

In his spare time Nick enjoys golf, travelling, and is a season ticket holder at Tottenham.

SG Wealth Management was founded in 2001 and has offices in Norwich and Ipswich. Our client-centric, advice-led business model for financial services which is not dependent on commission through sales.  

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