In 2011, SG Wealth Management acquired Stan Gaskin Ltd, Ipswich, creating 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. Their unparalleled insight and expertise in this sector means our our services are sought after by customers and also the wider financial community-apparent in the ever-increasing popularity of our guides.
Scroll down to 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 25 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. She 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 the 7 years after 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 our Ipswich office.
Katie spends most of her free time chasing after her three children, who keep 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!
Nick Willis – Paraplanner
Nick has worked in both paraplanning and management roles for various successful firms in the industry since 2010, so he’s very experienced in technical research, analysis and supporting Wealth Managers with holistic financial planning.
In his spare time Nick plays golf, enjoys travelling, and is a season ticket holder at Tottenham.