Helen Tavner
Posted By Helen Tavner
21/12/2021

SGWM has expanded its award-winning team even further with the recent appointment of Wealth Manager, Joel Davies

Joel, who will mainly be advising clients from our Ipswich-based office, has worked in financial services for a number of years, having started out in banking before transitioning into independent financial planning and advice.  He holds a diploma in financial planning and is currently studying towards achieving Chartered status. 

He says, "I always endeavour to ensure my clients have peace of mind about their finances and enjoy helping them navigate the complex world of money with clear, concise advice, so I'm delighted to have joined SGWM.  Although I began my working life as a recording engineer, the care and attention to detail I learned in that industry has proven invaluable when working with private clients to form their financial plans."  

Commenting on Joel's appointment, Managing Director, Stephen Girling, says "With an ever-growing client base, and ambitious plans for the future, it's important that we have the correct team in place to deliver the exceptional service on which we pride ourselves.  I am certain Joel will enjoy a highly successful career with SG Wealth Management.”

Outside of work Joel says he enjoys time with his wife and two energetic young children, supports his local church as trustee, and enjoys fishing and playing bass guitar!

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