East Anglia-based SG Wealth Management (SGWM) has been awarded Chartered Financial Planner status.
The firm, which employs almost 40 staff, is “delighted” with this accreditation, as chartered status is only granted to professional firms who can demonstrate a commitment to developing knowledge, enhancing capability and maintaining ethical standards.
The retain the title, awarded by the Chartered Insurance Institute (CII), SGWM must ensure the advice, service and ongoing support they provide is high-quality and advice must be based solely on clients' researched needs.
SGWM’s managing director Stephen Girl...