SG Wealth Management - Financial Planners based in Norwich, Norfolk

Established company with a high reputation

We manage in the region of £220 million of clients’ assets

Dedicated team of highly qualified experts across two offices in Norwich and Ipswich

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.

We deliver excellent financial planning, tax advice, stockbroking 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 £220 million of clients’ assets, mostly on a discretionary basis, this discretion results in greater efficiency and cost savings and is of great benefit to our clients, and out of about 20,000 or so firms in the country, we are one of only 200 or so who are authorised to provide this valuable facility.

First class service and advice is what we get paid for. We charge our clients half yearly in arrears. If we do not deliver on what we promise, we do not get paid.

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Latest news

  • SG Wealth Management in UK Top 100 (again!)18 November 2014 - 3:20 pm

    SG Wealth Management has been voted one of the UK’s ‘Top 100′ advisers for the third year running by New Model Adviser magazine, published by financial group ‘Citywire’ read more here SG Wealth Management was founded in 2001 and at the outset, driven by conviction and ethos, promoted a business model which was at the […]

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