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SG Wealth Management Chartered Financial Planners
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Norwich: 01603 760866
Ipswich: 01473 255948
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Meet the Team

Board

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Dr Andy Wood OBE, DL

Chairman
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Henry Gaskin

Managing Director

David Tooley

Director of Client Advice / Chartered Financial Planner
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Fran Kemp

Director of Business Services / Chartered Financial Planner

Financial Planning

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Andrew Morley

Chartered Financial Planner / Associate Director

Bex Welthy

Financial Planner

Chris Adams

Chartered Financial Planner

Harry Ward

Chartered Financial Planner

Joel Davies

Financial Planner

Lee Barrett

Financial Planner

Mike Moore

Financial Planner

Susan Steel

Financial Planner

Paraplanning

Neil Gregory

Paraplanner Manager
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Andrew Stratton

Senior Paraplanner

Douglas Muir

Senior Paraplanner
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Ira Everett

Senior Paraplanner
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Sophie Smith

Paraplanner
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Ethan Nedd

Trainee Technical Support
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Josh Bulmer

Trainee Technical Support
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Tammy-Lyn Ducker

Trainee Technical Support

Client Services

Akane Taylor

Head of Client Services
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Sue Ingram

Client Services Supervisor
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Asher Girling

Client Services Support

Gemma Newson

Client Services Support

Georgia Mackelden

Client Services Support
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Lindsey McClean

Client Services Support

Corporate Services

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Ryan Oates

Corporate Services Director
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Darby Reeve

Corporate Services Trainee Adviser
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Michelle Morgan

Employee Benefits Technician

Business Support

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Aggie McArdle

Assistant to Managing Director
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Charlie Crafer

Financial Controller
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Charlotte Milito

Receptionist / Business Services Support
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Emma Spatchett

Assistant to Financial Controller
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Jason Dorsett

IT, Digital and Communications Manager
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John Griffin

Consultant
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Josh Cushion

Marketing Manager
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Kimberly Moss

Regulatory Compliance Officer
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Laura Pipe

Assistant to Director of Client Advice

Linda Kent

Client Ambassador

Penny Ellis

HR Adviser
Get In Touch

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