Harry Ward

Wealth Manager

Harry joined SG Wealth Management in 2021, initally as a Paraplanner and Trainee Wealth Manager, having originally joined the profession in 2014 with another Norwich based firm. 

Having completed his Level 4 Diploma in Regulated Financial Planning, Harry quickly progressed to becoming a Wealth Manager, and says he enjoys discussing with clients their lifetime objectives and building suitable financial plans.  His next goal is to achieve chartered status and, later in his career, he would like to work with other professionals to deliver educational seminars in schools and colleges.

When not working or studying Harry’s main interests are motorsports and classic cars as well as trying new things like paddle boarding....he also plans to start skiing.

Meet the Team

Harry Ward's Latest News

Extracting Profits as a Business Owner

Options for business owners on how to extract profits from the company
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Drawdown, annuities, or both?

Wealth Manager, Harry Ward, discusses why your retirement strategy should meet your needs and goals
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Are you a Landlord with an Interest-only Mortgage?

Wealth Manager, Harry Ward, explains why many landlords are finding profit margins squeezed
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Funding the lifestyle you want

Get your retirement plans in motion
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