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Developing the regions next generation of Financial Advisers

We are working with professional body The Personal Finance Society (PFS) who have launched a new financial adviser development programme offering a wide range of support to employers of aspiring financial advisers.

Our expert team of Wealth Managers will be supporting apprentices with work based learning throughout their 18 month study period to pass six PFS exams, to meet the required professional standard to provide financial advice.  The apprenticeship programme is based on a combination of work based learning, exams, and face to face workshops.


Stephen Girling, Manging Director
Stephen Girling, Managing Director


SG Wealth Management is a progressive company and I’m delighted that we are able to offer apprenticeship opportunities to those looking to further their careers in this area.  We will be joining the programme in September 2017 and are currently actively recruiting local talent to join us. Financial Services has had a bad press in the past, but this demonstrates how it has developed into a true profession and we can offer real career progression to the right individuals.


Press enquiries

Simone Nicholson, Marketing Manager
Tel: 01603 760866

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