Helen Tavner
Posted By Helen Tavner

SGWM has been granted Corporate Chartered Financial Planners status for yet another year!

Awarded by the Chartered Insurance Institute (CII), Chartered status is a symbol of technical competence and signifies a public commitment to professional standards. All Chartered firms commit to a strict code of ethics, reinforcing the highest standards of professional practice. The renewal of this accolade showcases that the advice and service we provide to our clients are of the highest quality.

This is the ‘gold standard’ for Financial Services firms, and an accreditation we are extremely proud of!

By maintaining Chartered status, you can rest assured that we:

  • Are accredited by a professional body
  • Display a universal badge of professionalism
  • Have committed to a strict ethical code
  • Exceed minimum standards, always
  • Commit to good practice and good customer outcomes

Contact one of our expert team for more information, advice or guidance.
Norwich: 01603 760866
Ipswich: 01473 255948

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