Norwich:
01603 760866
Ipswich:
01473 255948
Individual Clients
Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Investment Management
Later Life Care Planning
Resources
Business Clients
Workplace Pensions
Employee Benefits
Financial Wellbeing and Education
Business Protection
Resources
Client Portal
News
About Us
Why Choose Us
Chartered Financial Planners
Meet the Team
About our Co-Founder
Testimonials
SGWM in the Community
Careers
Get In Touch
✖
Norwich:
01603 760866
Ipswich:
01473 255948
Home
Individual Clients
Business Clients
Client Portal
News
About Us
Get In Touch
Meet the Team
Board
Dr Andy Wood OBE, DL
Chairman
Henry Gaskin
Managing Director
David Tooley
Director of Client Advice / Chartered Financial Planner
Fran Kemp
Director of Business Services / Chartered Financial Planner
Wealth Management
Andrew Morley
Chartered Financial Planner / Associate Director
Bex Welthy
Wealth Manager
Harry Ward
Wealth Manager
Joel Davies
Wealth Manager
John Griffin
Wealth Manager
Linda Kent
Wealth Manager / Business Development
Mike Moore
Wealth Manager
Susan Steel
Wealth Manager
Paraplanning
Neil Gregory
Paraplanner Manager
Ira Everett
Senior Paraplanner
Sophie Smith
Paraplanner
Ethan Nedd
Trainee Technical Support
Josh Bulmer
Trainee Technical Support
Client Services
Akane Taylor
Support Pod Team Leader
Sue Sturman
Support Pod Team Leader
Ashley Hobbs
Senior Client Services Support
Tammy-Lyn Ducker
Senior Client Services Support
Asher Girling
Client Services Support
Lindsey McClean
Client Services Support
Corporate Services
Ryan Oates
Corporate Services Director
Darby Reeve
Corporate Services Trainee Adviser
Michelle Morgan
Employee Benefits Technician
Business Support
Charlie Crafer
Financial Controller
Helen Tavner
Marketing & Communications Manager
Jason Dorsett
IT, Digital and Communications Manager
Simon Eke
Operations Manager
Aggie McArdle
Assistant to Managing Director
Charlotte Milito
Receptionist
Emma Spatchett
Assistant to Financial Controller
Kimberly Moss
Regulatory Compliance Officer
Laura Pipe
Assistant to Director of Client Advice
Penny Ellis
HR Adviser