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RALPH PATTERSON FCII Dip PFS CHARTERED INSURANCE PRACTITIONER gained over 20 years’ financial services experience, latterly in management, with a large investment group. In 1989 he set up the financial advisory arm of a commercial insurance broker, which merged with the firm in 2002. Ralph handles investment and pension portfolios and strategic financial planning for individual and corporate clients. |
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LIONEL M BATTY, Cert PFS began his career in financial services in 1979 with the Prudential Assurance Company before fulfilling his ambition of establishing his own IFA practice in 1996. Lionel joined S G Holding & Partners in 2007 and focuses his advice on personal financial planning, including mortgage advice, personal protection, retirement planning and investments. |
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ADMIN TEAM Sue, Elaine, Linda (left to right) Diane (seated). Our team of exceptionally experienced administration staff are on hand to assist you. The loyalty of our team is second to none, and their long-standing experience in dealing with customer enquires at SG Holding and Partners ensures they are the perfect first point of contact for all callers. Linda, Diane, Sue and Elaine are ready to assist you with your enquiry. |
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