Helen Tavner
Posted By Helen Tavner

PFS Fellowship for SGWM Wealth Manager

We are proud to announce that one of our Wealth Managers has recently attained Fellowship of the Personal Finance Society (PFS).

Having successfully completed the PFS Fellowship programme, Neil Dobson, a Chartered Financial Planner with nearly 30 years in the financial services industry, now holds the highest qualification awarded by the Chartered Insurance Institute (CII).

The CII’s purpose is to secure and build the confidence of the public in its members and the insurance and financial services sector as a whole.  The PFS is the professional body for the financial services sector and, as a Fellow of the PFS, Neil will be associated with their high standards of professionalism – a key driver in client confidence and trust.

Neil, who provides advice to SG Wealth Management’s clients throughout East Anglia, advises on a wide range of financial planning topics, specialising in pensions and investments. Achieving Fellowship will enable him to further highlight his technical knowledge to his clients.

Commenting on Neil’s achievement, SG Wealth Management’s Managing Director, Stephen Girling, says,

“I am very proud of Neil.  Relatively few Wealth Managers hold this status and this shows Neil’s commitment to his own professional development, the company and our clients.”

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