We deliver excellent financial planning, tax advice, stockbroking service and discretionary investment management – combined with an exemplary standard of service. In doing so we ensure that your needs are met at all times, adapting to changing economic and personal circumstances.
We manage in the region of £200 million of clients’ assets, mostly on a discretionary basis, this is of great benefit to our clients and we are one of only about 197 firms in the country who are authorised to provide this valuable facility.
Founded in 2001, SG Wealth Management was almost certainly the first financial services company in the UK to deliver services purely on a non-commission basis, meaning that our advice and service has always been completely impartial.
First class service and advice is what we get paid for. We charge our clients half yearly in arrears. If we do not deliver – we do not get paid.