Chartered Financial Planners

At SG Wealth Management, we're thrilled to have been awarded corporate Chartered Financial Planner status.

Acknowledged by the Chartered Insurance Institute (CII), this award is recognised in the industry as the gold standard for financial planning businesses. The award showcases our commitment to professional standards and to providing the highest level of service for our clients.

How Does Our Chartered Status benefit you?

Industry Experts

Chartered Financial Planner status requires a demonstration of the highest level of technical knowledge and understanding through professional qualifications.

Continuous Development

To maintain the Chartered Financial Planner status, knowledge & understanding must be continually maintained and updated.

Ethical Practice

Chartered status means we must operate to a specific Code of Ethics enforced through disciplinary sanctions.

Click here for CII client handout