Katie Jones

Wealth Manager

Wealth Manager Katie has over 19 years’ experience in financial services.  Part-time and based in our Ipswich office since 2011, Katie works with clients to help them to plan financially for all aspects of their lives.

Katie believes in the importance of building a trusting relationship to help clients achieve their objectives and enjoys helping them through so many significant life milestones.  She is proud to provide independent, unbiased, and honest fee-based advice - as well as a friendly listening ear when needed.

Katie was involved in founding our Corporate Social Responsibility Committee, which strives to make SGWM a better company for the environment and our society; something she is passionate about.

Outside of work, Katie is a devoted wife and mum to three young children as well as a lively golden retriever who certainly keep her on her toes!  She is an active member of the school PTFA and, when free time allows, she enjoys walks around the river, a good cup of tea and five minutes peace!

Meet the Team