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SG Wealth Management boosts workforce further

SG Wealth new starters Jan 2018 (2)

We have recently expanded our workforce even further with two recent appointments to our Wealth Management and Client Services Support teams.  These are are the latest of 6 new positions we have created over the last 6 months alone.

We  now have almost 40 staff across our Norwich and Ipswich offices, following the recruitment of Neil Dobson, a Chartered Financial Planner with 25 years in the financial industry, and Jon Ellis who has moved across to the financial sector after 8 years in the legal industry.

Head shot of Neil Dobson
Neil Dobson

New Wealth Manager Neil – an Associate of the Personal Finance Society – will be providing advice to our clients throughout East Anglia, advising on a wide range of financial planning areas. He specialises in pension and investments and has joined our respected team of Wealth Managers, who excel in building long term relationships whilst helping our clients                                                  achieve their life goals.

Jon, who joins Client Services Support, previously worked in a paralegal role where he dealt with the calculation of complex financial losses in serious injury litigation for a large firm of solicitors in the top legal 500.  Jon spent two years studying for a Diploma in Financial Planning in his spare time, before making the move to SG Wealth Management while continuing to work towards his certification.

Commenting on the new appointments, our Managing Director, Stephen Girling, says, “We are delighted to be expanding our customer offering and skilled team even further.  Our strong client-centric is ethos built on our core values of impartiality, accountability and trust.  So, with an ever-growing client base, it is imperative that we also have the correct level of skilled, experienced staff in place to continue this ethos and deliver the exceptional service on which we pride ourselves.  I am certain Neil and Jon will each enjoy successful careers with SG Wealth Management.”

 

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