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Andrew Morely

SG Wealth Management appoints Andrew Morley as a further Pension Transfer specialist

Andrew Morley  joined us in January from local accountancy firm, Lovewell Blake.

Stephen Girling, Managing Director commented “It is great to see Andrew joining our team, bringing his wealth of knowledge and experience to add even greater depth to our client advice service. His particular expertise in the area of Pension Transfers is also very welcome, as we continue receiving many enquiries in this area. With our team of Wealth Managers now totalling ten between our Norwich and Ipswich offices, we are well placed to offer our joined up approach to financial and investment advice to even more discerning clients who appreciate personal service.”

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.

If you are looking for Pension Transfer advice please do not hesitate to get in touch with our expert team on 01603 760866 or post@sgwealthmanagement.co.uk.

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