SGM Financial Management Ltd have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

The Chartered logo signifies that we have committed to:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • keeping knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.

We are proud to be Chartered Financial Planners, but what does it really mean for you?

 

Watch this short video from the CII group to find out more:

Call us today on

01522 844142

or complete our short enquiry form
and we'll be pleased to help you.

SGM Financial Management Ltd, 8 Hale Close, Lincoln, Lincolnshire

SGM Financial Management Limited is authorised and regulated by the FCA, FRN 948167.

Registered office address: 8 Hale Close, Lincoln, Lincolnshire, United Kingdom, LN2 4TZ

Registered in England and Wales under reference 13242982

The Financial Conduct Authority does not regulate tax advice

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. 

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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