Chartered Status for SG’s Ryan

Norwich’s SG Wealth Management has publicly applauded the latest career achievement of one of its Corporate Services staff.

Ryan Oates is the most recent member of the firm to be awarded the prestigious Chartered qualification by the Chartered Insurance Institute (CII).

The East Anglian company now has 37 employees across its Norwich and Ipswich offices, and Ryan is the fourth adviser to be granted Chartered status.

Chartered status, the financial planning industry’s gold standard, confirms that advisers have satisfied rigorous qualification criteria to become a Chartered Financial Planner.

It applies to appropriately qualified Personal Finance Society (PFS) members who provide financial planning advice or related activities and who subscribe to the membership conditions of the CII.

Chartered titles are the benchmark of professional excellence and integrity and, with over 100,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.

Corporate Services Manager, Ryan, said: “My motivation for completing this was to allow me to provide the best possible advice to my clients.

“I’ve had great support along the way from my colleagues and family which helps significantly. It’s important that those achieving chartered status are setting a good example and encouraging those around them to continue developing their skills.”

Commenting on Ryan’s award, SG Wealth Management’s Managing Director, Stephen Girling, added: “We are delighted that Ryan is the latest of our advisers to be awarded Chartered status. We encourage our staff to further their professional development, in the knowledge that this ultimately allows us to continually improve the advice and service we provide to our clients.’’


About the Author:

Deborah Watson is an award winning journalist and PR professional whose career has been spent storytelling about the people, the passion and the personalities behind businesses and causes. She's the founder of Lexia Media Ltd (a boutique PR consultancy), the creator of EA-Today, and of Charity Hub East. Deborah actively encourages contact from those seeking PR support, media relations strategy, CSR partnership planning, and communication consultancy. She is a director on the board of Home-Start in Suffolk.