Neil Shillito - Director

Together with Stephen Girling, Neil founded SG Wealth Management in February 2001 and combines his role as an executive director with that of wealth manager, providing clients with advice across a range of financial planning matters. His other responsibilities include marketing and fund management.

Stephen Girling - Director

Stephen is a founding director of SG Wealth Management and has over 30 years of experience in financial services. Having formerly been a regional director of a national firm, Stephen has extensive experience in compliance, systems and procedures in addition to his duties as a wealth manager.

Charlie Crafer

Charlie began his career with Norwich Union (now Aviva) and during his 20 years with the company fulfilled a number of roles including training and Operations. In 2004 he left to take on a new challenge as Fund Administrator for Taverner Investment Strategies before taking his current similar role with SGWM in 2007, together with his duties as Financial Controller of the firm.

Ginnie Stephens

After completing her MA in Politics & History, Ginnie worked as an Editor with Euromoney Yearbooks for 3 years before taking a break to look after her new baby. Ginnie joined SG Wealth Management 5 years ago and is now providing administrative support for Stephen.

Helen Winslow

Helen joined the company in 2007 having previously worked as an adviser at Barclays Bank. Her original role with SGWM was as an administrator, but moved up to being a para-planner to Neil. In 2009 she was promoted to the key position of office manager and is an invaluable member of the senior management team. Helen is currently studying toward the Chartered Institute of Personnel Development diploma which will form a key part of her career advancement within the company

Mike Moore

Mike has worked in financial services for over 10 years as both an adviser and his current role as a para-planner. Mike has recently been promoted to Wealth Manager and will be working closely with Neil and Stephen on client management as the firm continues to grow. Prior to working with SG Wealth Management Mike worked as a mortgage adviser for another Norwich-based firm. He is studying for his Diploma in Financial Planning and holds CII qualifications in pensions and mortgages. Mike is a keen golfer and regularly beats Neil, which is seen by some as a career-limiting stance.

Stuart Sutton

Stuart started his career with Barclays Bank Trust Company in 1989 before moving to a Norwich-based firm of independent advisers in 2001. He joined SG Wealth Management in 2007, attracted by the fee-based Wealth Management service which is centred around the client's entire financial planning needs, not simply a 'one-off' sale and lends itself perfectly to close, long-term working relationships with clients. He has particular experience and expertise advising trusts and charities

Linda Kent

Before becoming a partner in her own business in 1996, Linda gained invaluable experience with two major banks and an insurance company. Following the retirement of her business partner she joined SG Wealth Management in October 2007. Linda is passionate about providing a high level of personal service.

Kelly Watson

Kelly recently joined the company from another local firm having worked in financial services for the past 3 years. She provides administrative support for the Wealth Managers, utilising her previous experience of the administrative back office systems. Kelly is currently studying for her financial services exams as an integral part of her career progression to para-planner.

Fiona Brooks

Fiona joined the company in March 2011 having previously worked for another financial services firm in Norwich. She combines her role as administrative assistant with that of receptionist and is a key point of contact for our clients and business colleagues

Margot North

Margot joined the company in October 2011 looking for a new challenge, having previously worked for another IFA for many years. She is highly experienced and holds the Financial Planning Certificate and Mortgage Advice qualifications. She is also studying for the Diploma in Financial Planning. Margot provides administrative and para-planning support to the Wealth Managers and assists Helen the office manager in keeping Neil in check.

Matt Goddard

Matt has been a financial adviser with both regional and national firms since 1997. For him, the attraction of SGWM was our focus on building long-term relationships with clients, rather than the commission-based sales model that has prevailed. Matt is also committed to professionalism, as demonstrated by his status as both a Chartered Financial Planner and the globally recognised Certified Financial Planner. He lives in Norwich with his young family and enjoys spending his free time having fun with them.