Katie Jones

Wealth Manager

Katie is based in our Ipswich office andworks with private clients in the region providing advice on all aspects of financial planning.

Since graduating from university in 2004 with a degree in business management, has worked in financial services for 16 years.  Whilst at university Katie discovered she had an interest in people, planning and finance – which led her to her first role as a trainee adviser.  She gained her financial planning qualifications and worked for another locally based advisory firm before joining the SG Wealth Management team in 2011. 

Katie has a passion for people and believes in delivering excellent client service and the importance of building a strong, meaningful and trusting relationship with her clients.  She’s proud to provide independent, unbiased and honest fee-based advice and feels great satisfaction in serving her clients to achieve their objectives.

Outside of work, Katie is a devoted mum to three young children, who certainly keep her on her toes!  She can often be found in the kitchen – dancing with the children to their favourite songs – or in quieter, moments indulging in creative outlets such as calligraphy, experimenting with aromatherapy and candle making.

Meet the Team

Katie Jones's Latest News

Money lessons

Katie Jones discusses the importance of financial education for children.
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Plugging the financial gap

More over-65s are working than ever before.
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Millennials get real with the numbers

Millennials making sacrifices for home ownership over retirement.
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Do you have protection if the worst should happen?

Nine in ten Britons are in danger of financial hardship – so what cover do you need?
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