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Sue Sturman
Client Services Supervisor at Sg Wealth Management
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Work Experience
Jul 2020 - Present · 4 years and 6 months
Client Services Supervisor
Jul 2024 - Present · 6 months
Support Pod Team Leader
May 2022 - Sep 2024 · 2 years and 4 months
Senior Client Services Support
Jul 2020 - Aug 2022 · 2 years and 1 months
Company Details
11-50 Employees
Award-winning Chartered Financial Planners, founded in 2001. SG Wealth Management was the first financial services company in the UK to provide high-quality wealth management and financial services to individuals, trusts, charities and companies exclusively on a fee basis. With offices in Norwich and Ipswich, our 37-strong team of experienced professionals have a huge array of in-depth knowledge and expertise. None of our remuneration comes from the broking of financial products or investments, ensuring our advice is completely impartial, and our business is built on the ethos that our clients’ best interests are - and always will be - central to everything we do. Our approach incorporates our key values - impartiality, accountability, and trust - and our exemplary service is based on a genuine partnership between the adviser and client. We value this relationship above all else, nurture it with every decision made, and are dedicated to delivering the best possible financial planning and investment management services for our clients across Norfolk and Suffolk. SG Wealth Management - providing financial peace of mind for life.
Year Founded
2001
Social Media
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Industry
Financial Services, Capital and financial investment consultants, Financial and insurance services, Business Services, Financial planning consultants, Services to businesses
HQ Location
53-57 St Martin's Lane Norwich, NR3 3SA, GB
Keywords
PensionsWorkplace pensionsEmployee benefitsFinancial planningRetirement planningEstate PlanningLater Life Care PlanningBusiness ProtectioChartered Financial PlanningInheritance Tax Planning
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