In 2011, SG Wealth Management acquired Stan Gaskin Ltd, Ipswich, bringing the two branches together to create the region’s leading financial planning and wealth management firm.
Our Ipswich team has a wealth of knowledge and years of combined experience, making them leading authorities in financial planning and investment decisions. Due to their unparalleled insight and expertise in this sector, our adviser’s services are sought after by customers and also by the wider financial community-apparent in the ever-increasing popularity of our guides. They are extremely well-equipped to assist you with all of your financial planning needs.
SG Wealth Management’s Ipswich team are qualified to offer both personal and corporate financial advice and solutions and, as an independent unbiased party, there is no incentive for them to be biased. This means that SG Wealth Management is in the best position to always act and advise in your best interests – because what’s best for you is best for us.
You are in safe hands at SG Wealth Management.
Meet the Ipswich team:
Henry Gaskin – Chief Investment Officer
Prior to joining Stan Gaskin Ltd in 2006, Henry spent 7 years in London, most latterly at Jupiter Asset Management for 5 years. Here he gained detailed knowledge of the workings of a major investment house and completed his Investment Management Certificate. Upon return to Ipswich, Henry completed his financial planning Diploma qualification, and now divides his time between client work and helping to manage both the Ipswich office and the Investment process for SGL and SG Wealth Management. Henry is married with two young children and in his rare spare time enjoys cycling, playing squash and following rugby, cricket, and Ipswich Town.
Sue Steel – Wealth Manager
Susan has worked in financial services for 23 years starting straight from school as an administrator. She became an adviser in 2001 following completion of her financial planning qualifications, initially providing advice at a corporate level to employers and their employees. In 2004 Susan transferred across to a Private Client division and has since provided financial advice to individual clients. Since becoming qualified Susan has continued to extend her financial planning qualifications and became a Pension Transfer Specialist in 2004. Susan joined Stan Gaskin Ltd in February 2010 as a Private Client Adviser. Susan is married with two children.
Aggie McArdle – Ipswich Office Manager
Aggie has worked in the financial sector all her working life, starting out in a building society, before moving to a large local insurance broker to work in the life department. Aggie joined Stan Gaskin Ltd at the start of the business and is now Office Manager heading the Admin Team. In her spare time, she enjoys socialising with friends and family, city breaks and the theatre.
Katie Jones – Wealth Manager
Prior to joining Stan Gaskin Ltd in 2011, Katie spent 7 years since leaving university working for local independent financial advisory practices, always with a strong focus on client service and relationships. Over this period Katie completed her financial planning Diploma qualification and now advises private clients at Stan Gaskin Ltd. Katie spends most of her free time chasing after her newly walking daughter who keeps her on her toes. Quality time with her husband and family are very important to her.
David Tooley – Wealth Manager
David has worked in financial services since 1998, he left a Marketing role to move into the financial advice sector in 2005 and achieved Chartered Financial Planner status in 2012 which demonstrates a high level of technical ability, and level of commitment towards his profession. David is often seen at the gym during his lunch break training hard in order to keep up with his children, with any free time devoted to following Norwich City FC, and eating!
Ibrahim Ishmail – Technical Analyst
Prior to joining SG Wealth Management Ibrahim worked in Financial Services for nearly two years after graduating with a degree in Economics. Ibrahim works directly with our Chief Investment Officer as a Technical Analyst providing direct support with investment management and client services work. He is also currently studying towards gaining the Investment Advice Diploma. Outside of work, Ibrahim enjoys rock climbing and traveling.