Matt Goddard, Chartered Financial Planner & Wealth Manager at Norwich based SG Wealth Management has been elected as Chartered Champion for the Norfolk region of the Personal Finance Society (PFS).
Chartered status enables individuals and firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. It tells their clients that they can expect the highest quality of service.
Chartered champions, first established in 2009, act as local advocates for the Chartered status in their respective regions to promote the its benefits to the financial planning profession and to the wider community. The presence of at least one Chartered champion in every region means that the PFS now has the ability to provide the growing body of Chartered members in the UK with a variety of initiatives including ‘Chartered Connections’ events which establish links with other professionals such as lawyers and accountants.
“Having achieved the Chartered status in 2011, I personally feel it has benefitted me in my discussions with professionals in the legal and accountancy fields as well as with potential clients. As the Chartered Financial Planner status is still relatively new when compared with say Accountants, Surveyors and the like, the benefits need to be promoted to the sector and the public. I also broadened my knowledge by studying for the STEP certificate for Financial Services has led me to sitting on the Norwich and Norfolk STEP branch committee and a link to the Norfolk Joint Institutes committee” Matt Goddard
Chartered brings with it serious obligations. Holders are required to ensure the advice, service and ongoing support they provide is:
- of the highest quality
- based on the client’s researched needs
- provided by someone operating within their level of competency.
Holders meet this in a number of ways…
- a commitment to professional development, including attaining the highest qualifications
- belonging to the CII or the Personal Finance Society (the financial advice arm of the CII Group), including adhering to the CII Code of Ethics
- adhering to continuing professional development requirements.
Matt joined SG Wealth Management in 2011 and has been providing financial advice since 1997. He has a wide breadth of experience working with multi-national life offices, private banking and more recently the High Net Worth clients of SG Wealth Management. Matt is among the elite of financial advisers in the country being a Fellow of the Personal Finance Society, a Chartered Financial Planner and a member of the Institute of Financial Planning. He is also an affiliate member of STEP (Society of Trust & Estate Planners) having attained the STEP certificate for Financial Services (Distinction).
SG Wealth Management & SG Corporate Services will be at the B2B Exhibition on Thursday 15th October, come along to meet the team for a chat about your personal finances in the Advice and Finance zone. We also help address a range of needs for companies of all sizes from small start-ups through to businesses with thousands of employees.