We are SG Wealth Management.
Impartial, accountable and trusted.
Welcome to SG Wealth Management.
We deliver excellent financial planning, tax advice and discretionary investment management.
Combined with an exemplary standard of service.
Our Wealth Management service is just that – a service; we manage your wealth. It is generally suitable for those clients with investable assets including pension funds, cash and existing portfolios, of at least £250,000.
This service is likely to be suitable for those whose portfolio is less than our minimum for wealth management, or they require expert advice on a particular aspect of their affairs or they literally require a financial plan for the future.
We provide a flexible approach to investment management. Once your investment portfolio is set up, you can view it and obtain a current valuation at any time through our online portfolio service.
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.