Wealth management
We help individuals and organisations manage their wealth effectively so they can achieve the growth, security and income they desire.
How we can help
Our expert wealth management services help you optimise every aspect of your financial affairs, from tax to investments, so you get the most from your money.
First, we analyse all your income, assets, investments, tax liabilities and opportunities and prepare an initial Wealth Management Report.
Then, working closely with you, we agree your wealth management strategy and work out a plan to achieve your wealth goals. Our asset management advice will cover all your assets: funds, shares, pensions, savings and cash.
We’ll explain all our proposals carefully and clearly, in plain English, and we’ll also liaise with your lawyer, accountant and other professional advisers to make sure everything we suggest is right for you, in every way.
Every quarter, we’ll provide you with a valuation report, a market commentary and a review of your financial affairs. We’ll also contact you regularly (once a month on average) with recommendations and news of key developments such as tax changes. We are proactive in our advice and in our service too.
Our approach
We are paid by fees, not commission. None of our remuneration comes from the broking of financial products or investments. Because you pay us direct, you are assured that all our advice on wealth and asset management is absolutely impartial and completely focused on your needs.
SG Wealth Management embraced the Financial Services Authority’s twin directives of ‘Customer Agreed Remuneration’ and ‘Treating Customers Fairly’ from the outset of our formation in 2001. The principles that guided us then remain true to what we do today.
Because we focus on long-term, sustainable results, we prefer to deliver our wealth management services in the context of an ongoing client relationship. We don’t offer ‘one-off’, isolated transactions.
Take the first step
We’re always happy to talk through your wealth management needs and priorities without obligation. Contact us today.