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Zac is an authorised Independent Financial Adviser and qualified in the Certificate of Healthcare Insurance Products. He works with both private clients and corporates, advising them on how to structure cost-efficient and high-value employee benefits offerings.
Zac studied International Economics at the University of Nottingham and has previously worked as an Investment Analyst.
Bernard has more than 30 years’ experience in Financial Services working for major companies including Prudential, AXA and Scottish Widows.
Having operated at senior management and director level for the past 15 years, he brings a wealth of experience to SG Financial Services where he is responsible for the further recruitment and management of the advisory team, as well as increasing business flow and managing the requirements of our joint venture companies.
In addition to his industry recognised qualifications, Bernard is a Certified Change Management Practitioner and a Prince2 Practitioner in Project Management.
Kalp is a Senior Adviser and has been providing financial advice for more than 30 years. He takes a holistic approach to wealth management and his experience includes, but is not limited to: investments, retirement planning, employee benefits, insurance, protection and mortgages.
In his current role, Kalp is focused on helping both individual and corporate clients with tax planning, pensions, investments, equity release and long-term care.
Geoff has spent more than 30 years working in the Financial Services industry, specialising in employee benefits and investment markets. He is an experienced corporate adviser and has several clients with payrolls in excess of 1000 staff.
Geoff’s extensive knowledge of the industry and exceptional communication skills have been fundamental in cementing long-term relationships with his clients.
Nick has worked in the Financial Services profession for more than 23 years and has a wide range of experience in individual and corporate financial planning.
As well as holistic financial advice, Nick also advises in the more specialist areas of inheritance tax, investment and wealth planning, with a view to tax mitigation.
In his role as adviser, Nick often liaises with other professionals including accountants and solicitors.
Phil entered the Financial Services profession in 2000. Since then, he has gained a broad knowledge of implementing financial planning solutions as well as business and individual protection, investments, pension and estate planning for both corporate and private clients. Phil has developed highly comprehensive tailored financial plans with wealth preservation, wealth creation and legacy planning acting as key drivers.
Robert entered the Financial Services industry in 1980. He was previously a director of a successful IFA firm before joining forces with Geoff Hartnell to form SG Financial Services.
Qualified in advanced pension planning, Robert has a broad knowledge of both personal and corporate pensions. His technical expertise and work ethic enable him to advise both individual clients and corporations.