We deliver excellent financial planning and first class discretionary investment management.
Combined with an exemplary standard of service.
Our Wealth Management service is just that – a service; we manage your wealth. Our detailed and expert financial planning is underpinned by discretionary fund management to help grow and secure your financial future.
This service is likely to be suitable for those whose current situation does not warrant wealth management, or they require expert advice on a particular aspect of their affairs or they literally require a financial plan to help them assess their future needs.
We provide discretionary fund management enabling us to provide a significantly superior service to our clients to help them grow their wealth to ensure their future financial security.
SG Wealth Management has been voted one of the UK’s ‘Top 100 Advisers’ in 2012, 2013 and 2014 by financial publisher Citywire.
SG Wealth Management was founded in 2001 and, from the outset, our conviction and ethos led us to promote a business model which was at the vanguard of positive change in financial services – voluntarily adopting a client-centric, advice-led proposition entirely free of commission bias.
What we did, and do, by conviction and company culture was subsequently forced upon much of the rest of the industry by the regulatory authorities 12 years later.