Ryan Oates of SG Corporate Services, a division of SG Wealth Management, is the latest member of our staff to be awarded the prestigious Chartered qualification by the Chartered Insurance Institute (CII). We have 37 employees across our Norwich and Ipswich offices and Ryan is our fourth adviser to be granted Chartered status.
Chartered status, the financial planning industry’s gold standard, confirms that advisers have satisfied rigorous qualification criteria to become a Chartered Financial Planner. It applies to appropriately qualified Personal Finance Society (PFS) members who provide financial planning advice or related activities and who subscribe to the membership conditions of the CII.
Chartered titles are the benchmark of professional excellence and integrity and, with over 100,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.
SG Corporate Services helps businesses reward, support and retain key employees and remove the burden of compliance by providing them with engaging employee benefits, clear advice and meaningful communications for their Workplace Pension and Employee Benefits.
Commenting on his achievement, Corporate Services Manager, Ryan, said
“My motivation for completing this was to allow me to provide the best possible advice to my clients. I’ve had great support along the way from my colleagues and family which helps significantly. It’s important that those achieving chartered status are setting a good example and encouraging those around them to continue developing their skills.”
Commenting on Ryan’s award, SG Wealth Management’s Managing Director, Stephen Girling, added,
“We are delighted that Ryan is the latest of our advisers to be awarded Chartered status. We encourage our staff to further their professional development, in the knowledge that this ultimately allows us to continually improve the advice and service we provide to our clients.’’