Norwich Office (01603 760 866)


ELC0061_0090 STEPHEN G HS COLStephen Girling – MD & Compliance Director

Stephen has over 35 years financial advice experience, and co-founded SGWM in 2001. His role is wide and varied, heading a strong team of committed people, looking to provide our clients with a dedicated service and peace of mind in a turbulent financial world. Stephen is qualified as an Associate of the Personal Finance Society. Married with three (growing up fast) children, he is also treasurer of his local church and a dedicated (but not quick) distance runner.

ELC0061_0225 NEIL HS COLNeil Shillito – Director

Neil has worked in financial services for 30 years and founded SG Wealth Management with his fellow director Stephen Girling in 2001. Neil holds the Investment Management Certificate which permits – among other things – discretionary fund management; a key element of professional wealth management. Beyond work he has a life-long interest in astronomy, plays golf badly and is a keen cyclist when he is not recovering from injuries sustained as a result.

Andy WoodsAndy Wood – Chairman

Andy joined us as Chairman in January 2014.  In his day job he is Chief Executive of Adnams Plc the Suffolk based brewer, hotelier and retailer.  Andy has an MBA, a doctorate from Cranfield University and Honorary doctorates; in Business from Anglia Ruskin University, in Science from Cranfield University and Civil Law from the University of East Anglia. He was also awarded an OBE in the Queens Birthday Honours 2013 and is HRH The Prince of Wales’ Ambassador for Business in the Community in the East of England.

He is also Professor of Corporate Leadership at Norwich Business School and Associate Dean of Enterprise (Faculty of Social Science) at the University of East Anglia.

Tina Smiddy – Chief Operating OfficerELC0061 TINA HS COL

Tina joined the team in July 2016. Tina has 30 years’ experience from the Financial Services working for ABB, SEB, UBS and Alvine Capital in various roles. She is responsible for executing strategies developed by the senior management team/MD, work alongside the MD in helping with the smooth running of the company and to facilitate the adoption of improvements and procedures across the company. Outside of work she enjoys cooking, gardening and travelling.

ELC0061_0039 CHARLIE HS COLCharlie Crafer – Financial Controller

Charlie worked for Norwich Union (now Aviva) for many years across a number of key departments including Pensions and Commissions. In 2004 he joined Norwich-based Taverner Investment Strategies as the fund controller and in 2007 was appointed financial controller for SG Wealth Management.

ELC0061_0189 LINDA HS COLLinda Kent – Wealth Manager

Linda has enjoyed a successful career in Financial Services for over 30 years.  Prior to joining SGWM in October 2007, she was a partner in a local IFA business and also Financial Planning Manager for a major High Street Bank. She has a wealth of experience acting for a wide range of clients in all aspects of financial planning and portfolio management.

david-tooleyDavid Tooley – Wealth Manager

David has worked in financial services since 1998, he left a Marketing role to move into the financial advice sector in 2005, and achieved Chartered Financial Planner status in 2012 which demonstrates a high level of technical ability, and level of commitment towards his profession. David is often seen at the gym during his lunch break training hard in order to keep up with his children, with any free time devoted to following Norwich City FC, and eating!

 

ELC0061_0005 JOHN G HS COLJohn Griffin – Wealth Manager

John has career experience of over 30 years’ working in the financial services sector, including management positions with a number of building societies and in the mortgage advisery sector. Since 2000, he has specialised in providing independent financial advice to personal clients, with particular emphasis on investment portfolios, inheritance tax planning and elderly client issues. Prior to joining SGWM John worked for two prominent Norwich firms and he is qualified with the Diploma in Financial Planning (Personal Finance Society, a division of the CII) as well as being an affiliated member of STEP (The Society of Trust & Estate Practitioners) by examination.

ELC0061_0125 STUART HS COLStuart Sutton – Wealth Manager

Stuart began his career in financial services in 1989 having been lured by the excitement surrounding the [other] ‘big bang’ in 1986 and a school outing to the London Stock Exchange.

Working in various roles  within the Personal Investment Management and Executorship & Trustee departments until 1996 provided a broad range of knowledge about the real issues affecting peoples everyday financial lives, and in 1996 this led to his appointment as one of the youngest advisers within the bank’s Personal Investment department.

ELC0061_0133 MIKE HS COLMike Moore – Wealth Manager

Mike has worked in financial services for 20 years and holds the Diploma in Personal Financial Planning level 4 qualification and is currently working towards Chartered status; When not at work he enjoys spending time with his young son and if time permits, trying to improve his golf & his keen love of horse racing.

Andrew Morley – Wealth Manager

Andrew has worked in financial services since 1987 and in addition to providing financial advice to clients he has also undertaken a number of management roles. In 2001 Andrew became an IFA and decided to concentrate exclusively on providing financial advice to clients and in the process became qualified as a Pension Transfer and Long Term Care specialist. Andrew is currently working towards Chartered status. Outside of work Andrew took up cycling in 2015 and takes part in a number of charity rides throughout the year, he also plays badminton regularly and often takes the family dogs out for long walks.

 

Charlotte HSCharlotte Brannan-Milito – Receptionist

Charlotte joined the team in December 2015, she’s responsible for Front of House in the Norwich Office. Charlotte’s background has been mainly client service based in the USA where she’s been living and working for the last 18 years. She’s also a mum to two young boys so her spare time is spent with her husband and boys mostly on the side-lines at football practice.

ELC0061_0085 NEIL H HS COLNeil Hackett – Assistant Financial Controller

Having worked within financial services since 1990 Neil has knowledge and experience in a wide range of support roles. Neil has passed the Financial Planning Certificate in order to maintain and develop his professional career.

Margot North – Compliance & HR Support Manager
Margot North

Margot supports the Managing Director with compliance matters and is responsible for training across the business. She has worked in the financial services industry for over 20 years, and can call upon a vast array of experience in her role.

Ben HSBen Clarke – Compliance & HR Support

Ben works within the Client Services Support team, having held various roles with us since 2013. Ben recently completed his Master of Laws degree in International Commercial and Business law, graduating with a distinction. Outside of work, he enjoys music, all things entertainment and any excuse to travel!

ELC0061_0168 TAMMY HS COLTammy-Lyn Ducker – Senior Client Services Support

Tammy-Lyn is an experienced senior member of our client services team having been in the industry since 1998. Prior to joining SGWM, she built up many years of experience with two highly-respected local advisery firms, principally supporting the IFA teams while also developing her skills in the ParaPlanning aspects of our work. She is a graduate and holds the Financial Planning Certificate qualification of the Personal Finance Society. She is working towards her Diploma in Financial Planning. Tammy-Lyn’s spare time is taken up whole heartedly by her young family.

Ryan HSRyan Oates – Corporate Services Manager

Ryan graduated from the University of East Anglia in 2012 and began his career in the Financial Services Industry shortly after. Ryan has completed the Diploma in Regulated Financial Planning as well the Certificate in Discretionary Investment Management and Advanced Pension Planning  (AF3).

At the weekend Ryan can be found playing football for his local team and at the golf course.

 

ELC0061_0216 SIMON HS COLSimon Eke – Client Services Manager

Simon joined us in March 2016 and heads up the Client Services team.  He has nearly 30 years’ experience in the industry during which he has had various roles with three insurance companies in different locations around the country & four advisory firms in the East Anglia region.  Outside of work Simon is a Cub Scout Leader which takes up the majority of his spare time.

 

ELC0061_0071 MICHELLE HS COLMichelle Morgan – Senior Corporate Services Administrator

Michelle has worked within in the financial services industry for 23 years having a wide experience from insurer to IFA; individual to corporate sections. Outside work, Michelle likes to relax with a pint and friends watching her beloved Wasps at rugby HQ and gets her adrenaline fix by competing and marshalling with her husband (no domestics so far!) in a wide variety of motorsport.

Neil GNeil Gregory – Paraplanner

Neil joined SG Wealth Management in 2014 as Paraplanner to the Wealth Managers. Neil has worked in various roles within the industry since leaving college in 1997, and has achieved the Diploma in Financial Planning. Outside of work Neil enjoys running, working on his vegetable plot in the garden and watching live music.

Elliot HSElliot McCurley – Graduate trainee

Elliot joined the company at the end of 2014 having graduated from Swansea University with a degree in Economics. He splits his time between the Paraplanning and the Client Services Support Team and is working towards the Diploma in Financial Planning.

Ira Everett – Client Services SupportELC0061 IRA HS COL

Ira is a Client Services Support Administrator for us, she has worked in the IFA industry since she left school. She has passed the Certificate for Financial Advisers (CeFA) and now aims to complete the Diploma in Financial Planning.

 

 

ELC0061 Andy HS COLAndy Moss – Paraplanner

Andy worked for Aviva (pensions) for 16 years before branching out into the wider world of financial services. He is a Diploma qualified Paraplanner and has 11 years experience via very different Paraplanning roles at Alan Boswell, Kent Carlyle Wealth Management and Hansells. In his free time, Andy spends as much time as possible with his wife and young daughter, wider family and friends.

 

st-johnSt.John Agnew

St.John has worked in Stockbroking and Portfolio Investment Management for 13 years having previously been a Senior Commercial and Banking solicitor working in-house with LloydsTSB Bank. St.John is fully qualified and up to date with latest PCIAM qualification which enables him to perform discretionary fund management using individual shares as well as funds; a key element to providing a stockbroking service to Clients. Beyond work he has 2 grown up children and has strong interest in sports including Cricket and Rugby (watching others get hurt in Rugby rather than himself nowadays!) and country sports together with the social life that goes with it.

Kelly Mordecai 

Kelly worked for Aviva for nine years as a Team leader in the Group Pensions Department before being made redundant in 2014. She then went to work for another Financial Advisor Firm as a Personal Assistant to the director. Kelly then joined SG Wealth Management in October 2016. Outside of work, Kelly enjoys spending quality time with her friends and family and travelling.