Testimonials
I and my wife we have been looking for an independent financial advisor for very long time, almost 10 years in fact. We came from a previous bad experience and we did not feel at ease trusting ‘someone else’ to manage our funds anymore. When we finally met Neil Shillito and his team at SGW we both felt reassured and confident we had at last found a professional ‘independent’ financial advisor we both trusted to manage our finances the way we wanted.
Francesco and Myra Illari – Norwich, Norfolk
SG Wealth Management have been acting on my behalf over the last three years. I particularly value the fact that they get paid directly for the excellent service and advice they provide rather than being paid by commission simply for product sale. Their advice is impartial which is important.
Tim Dansie – Thorpe-le-Soken, Essex
After our former IFA retired our experience with his successor was not good. It was then that we were recommended to speak with SGWM. SGWM has given us clarity with respect to our finances, integrity in our relationship with them and attention to detail – positives all round.
Michael & Margaret Whitaker – Norwich, Norfolk
We would like you to know that, since entrusting you with the bulk of our funds in 2002, we have had a growing feeling of peace of mind and confidence that we made the right decision.
Over the intervening years, we have had excellent returns and now that the ‘dip’ has passed are once more experiencing steady growth. We have watched your company grow as well and wish you every success in the future.
Pam and Colin Ewen – Holt, Norfolk
I have worked with SG Wealth Management for over ten years – the first half of this time when I managed my own business and the second half after I sold it. My experience has taught me to have the utmost confidence in their operation, its judgments and the quality of its service. The exchange of views and ideas between the two parties is dynamic and refreshing. They have cared very much for my wife and I to our considerable advantage and I trust SG totally.
Gordon Smart – Norwich, Norfolk
In the five years I have worked with SG Wealth, they have given straightforward, uncompromised advice allowing me to rationalise my portfolio and follow its progress using modern IT platforms. They have made a difficult task easy and their personal involvement in managing my portfolio has built up a significant level of trust in their capabilities.
David Erwin – London
When I retired from the world of finance I needed to find someone who thought like I did, who would keep his finger on the various pulses and know what the variations meant, and who was young enough to see me out. Neil and his team have fulfilled all those requirements and, of course, more. I can let them get on with their job with the utmost of confidence that my and my family’s financial affairs are in safe hands.
Peter and Betty Smallpeice – Norwich, Norfolk