About Us
SG Wealth Management is an approachable, professional financial services company based in Norwich, Norfolk.
We serve individuals and organisations throughout Norfolk, East Anglia and the south-east. Our clients tend to be relatively high-net-worth individuals, typically with a portfolio (including all ‘investable’ assets such as funds, shares, pensions, savings and cash) greater in value than £500,000. We also work with companies, trusts and charities.
The company was founded in 2001 by Neil Shillito and Stephen Girling (hence ‘SG’). We were almost certainly the first UK financial services company to offer financial planning and discretionary fund management services exclusively on a non-commission, fee basis.
Today, we employ a team of qualified and experienced professionals, all based at our modern office in Norwich’s beautiful and historic city centre. All our advisors are carefully chosen for their proven financial expertise and commitment to service.