WELCOME TO SG WEALTH MANAGEMENT LTD, THE AWARD-WINNING PROVIDER OF FINANCIAL PLANNING AND DISCRETIONARY FUND MANAGEMENT SERVICES TO WEALTHY INDIVIDUALS, TRUSTEES AND COMPANIES.
SG WEALTH MANAGEMENT provides highly professional, unbiased, financial advice and investment management services to discerning clients exclusively on a fee-basis; delivering planning solutions that are advice led, not product driven.
SGWM was the first financial advice company in the UK to be founded on a pure, fee-only basis. The company is among the elite of ‘new model advisers’ who put their clients first by providing all-round and ongoing wealth management. Our services are generally only suitable for wealthier clients (those with circa more than £250,000 of investable assets) who wish to pay fees for advice and service rather than be given ‘free’ advice contingent upon the sale of financial products.
None of our remuneration comes from the broking of financial products or investments, thus ensuring that our advice is completely impartial.
Any commissions received, from whatever source, are fully accounted for and always rebated against the client’s fee account.
In January 2006 we won the title of Citywire ‘New Model Adviser’ of the Year for the East of England. The award recognised the outstanding quality of service provided by SGWM. The company was selected after being interviewed by representatives from Citywire - the publisher of New Model Adviser and the leading magazine for the UK’s financial services industry - and a rigorous audit by Consultant Actuarial firm AKG, who analysed the company’s operational systems, its accounts and the standard of advice and service it provided to clients.
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