Helen Tavner
Posted By Helen Tavner

Chartered Status for SG Wealth Management!

SG Wealth Management has started 2019 with something to celebrate, having just been awarded the title of Chartered Financial Planners.

We are delighted to have achieved this accreditation, as Chartered status is only granted to professional firms who can demonstrate a commitment to developing knowledge, enhancing capability and maintaining ethical standards.

The title is awarded by the Chartered Insurance Institute (CII), the professional body for insurance and financial planning, and all Chartered firms must meet serious obligations.  To retain our title we must ensure the advice, service and ongoing support we provide to you are of the highest quality.  Our advice must be based solely on our clients’ researched needs, and provided by someone competent to discuss products and services that meet our clients’ requirements – a rigorous standard that we at SGWM always strive to achieve:

  • We ensure our technical and professional knowledge and competence through professional qualifications.
  • We keep our knowledge and skills up-to-date through continuing professional development.
  • All our Wealth Managers must be members of the Chartered Insurance Institute and comply with its Code of Ethics, which is enforced through disciplinary sanctions.

SG Wealth Management’s Managing Director, Stephen Girling, says

“Our Chartered title means a lot to us and there are very few other financial planning firms who carry this in our region.  It was not easily achieved, and it takes commitment and continuous investment in customer service to maintain.  We intend to maintain our excellent standards, guarantee our overall commitment to our clients and continue to demonstrate the professionalism for which we are renowned.”

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