We deliver excellent financial planning, tax advice, stockbroking services 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.
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. This means our advice and service is not just independent but completely impartial.
First class service and advice is all we get paid for. We charge our clients half yearly in arrears. If we do not deliver – we do not get paid.