Harry Ward

Harry has been part of the financial services profession since 2014, starting as an apprentice at a Norwich-based firm. His early days were spent mastering the fundamentals—opening post, preparing teas and coffees, and handling basic administration. From there, Harry progressed through roles in protection, corporate, and private client administration, during which he began working towards his Diploma in Regulated Financial Planning.

Harry's journey into paraplanning began during the challenging times of the COVID-19 pandemic. It was then that he started his Advanced Diploma and set his sights on Chartered status, all while continuing to develop his expertise. In 2021, he joined SG Wealth Management as a Paraplanner and Trainee Wealth Manager, quickly transitioning into a Wealth Manager role.

Achieving Chartered Financial Planner status before the age of 30 was a personal milestone for Harry. He is particularly proud of his determination to overcome setbacks, viewing each challenge as an opportunity to grow. Harry thrives on helping clients define their lifetime goals and creating tailored financial plans to achieve them. He also aspires to collaborate with other professionals later in his career to deliver educational seminars in schools and colleges.

Outside of work, Harry is a motorsports and classic car enthusiast, enjoys paddleboarding, and has plans to take up skiing. Always eager to embrace new experiences, Harry embodies both commitment and a zest for life.