August 2 2014 Latest news:
Friday, July 6, 2012
Norwich-based independent financial company SG Wealth Management has unveiled a new stockbroking service.
Working with Norfolk stockbroker St John Agnew, the award-winning firm is to offer a full stockbroking service to complement its existing expertise in tax planning and investment management.
Based in St Martins Lane, Norwich, the business manages more than £200m of client assets and employs 21 people. It was founded by Stephen Girling and Neil Shillito in 2001 and was the first company to offer financial advice and service on a non-commission basis.
In September 2011 SG Wealth Management bought Ipswich firm of Stan Gaskin Ltd and it said the new stockbroking arm supports its growth as a leading player in the financial management sector.
Mr Shillito said being able to offer a stockbroking facility was a natural progression of the company’s business development.
“Personal service is key and our business success is founded upon it,” he said. “Being able to offer a stockbroking facility is a natural progression of our business development. Unlike larger firms that often provide a process-driven stock selection to clients and offer little by way of personal service, St John Agnew is able to work closely with clients and respond to their changing needs. He has an impressive track record on the markets and we are delighted that he will be working with us.”
A father and son who joined forces to set up their own business are hoping to push the boundaries as their company goes from strength to strength.