Chartered Financial Planning & Advisers For Individuals and Businesses Across East Anglia

We believe in building strong, meaningful and lasting relationships with our clients. 

As award-winning Chartered Financial Planners, we provide high-quality financial planning, advice and wealth management services to our individual and business clients from our offices in Norwich and Ipswich.

Our wealth management services were created to help you gain independent financial advice regarding your pension, investments, retirement, later life, assets, tax or inheritance plans.

Or, if you're a business owner or manager, we can offer you guidance on employee benefits, workplace pensions or business protection too.

Consistently voted one of the Top 100 UK financial advice firms, we have the expertise, knowledge, heritage and ‘industry gold-standard' accreditation to provide you with financial peace of mind – for life.

SG Wealth Management - Chartered Financial Planners

Experts at Financial Planning & Advice

Get In Touch

Our advice services are fee-based, not dependent on commission through sales and totally centred around you and your individual and unique needs.

We are impartial, accountable and trusted.

At SG Wealth Management, our mission is to help you achieve financial peace of mind – for life.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit

Latest News

SGWM Unveils New Leadership Team

SGWM announces new leadership team following recent passing of MD, Steve Girling
Read More

Chartered Status Renewed

SGWM granted Corporate Chartered Financial Planners status for another year
Read More

Guide to Individual Savings Accounts

Don’t miss the 2023/24 ISA deadline for utilising your allowances
Read More

Guide to Financial Planning For The New Year

How to plot your future wealth and peace of mind
Read More

Get In Touch

Office opening hours Monday-Friday 8.30am – 5.30pm

Ipswich Address

Merchant House, 11-13
Silent Street, Ipswich,

Phone Number

01603 760866

Norwich Address

53-57 St Martin’s Lane,
Norwich, NR3 3SA

Phone Number

01473 255948
New Model Adviser
NMA Top 100 Advisers 2023
NMA Top 100 Advisers 2022
NMA Top 100 Advisers 2021
NMA Top 100 Advisers 2020
NMA Top 100 Advisers 2019
NMA Top 100 Advisers 2018
NMA Top 100 Advisers 2015
NMA Top 100 Advisers 2014
NMA Top 100 Advisers 2013
New model adviser top 110, citywire 2012

Vision Magazine

Did you know we publish our own magazine?
Published quarterly, 'Vision' provides insights and overviews on relevant topics within the industry from our top Wealth Managers.