As one of only 5% of UK advisers with discretionary investment permissions, we deliver high-quality wealth management and financial services, tailored to meet your individual needs.
Founded in 2001, we have built our business on the ethos that our clients’ best interests are, and will always be, central to everything that we do. Here’s what they say about us.
Our team of experienced professionals, which includes our in-house Pension Transfer specialists, have extensive knowledge and expertise, and are dedicated to ensuring the best possible outcome for you.
Not only are we independent financial advisers, we are impartial. There is no incentive for us to be biased and a core element of our proposition is our impartiality. As an unbiased party, we are in the best position to provide you with advice and wealth management services, as it will always be in our best interests to do what is best for you.
When dealing with personal finances, accountability is of the utmost importance. Our advisers understand that your finances are crucial to your future security and peace of mind, and will always act in your best interests. We are accountable to you for all our advice – we take responsibility so you don’t have to.
Our impartiality and accountability has always fostered a strong bond of trust between us and our clients and is the cornerstone of our reputation. To see what they say about us, read our testimonials.
A recent management buyout of SG Wealth Management, by Managing Director Stephen Girling, has seen considerable investment into advanced technology. Recognising that the future of financial
Welcome to the Winter 2018/19 issue of Vision Magazine, featuring all the latest news from SG Wealth Management, plenty of useful advice from our experts
If your business partner or a shareholder died or became critically ill, have you ever thought what the impact could be? The loss of a
Have you thought about the cost of care in later life? One of the biggest challenges of the 21st century is Britain’s ageing population. There
Norwich Office:
53-57 St Martin’s Lane
Norwich
Norfolk
NR3 3SA
View on a Map
t: 01603 760 866
Ipswich Office:
1A Wherry Quay
Ipswich
Suffolk
IP4 1AS
View on a Map
t: 01473 255948
Privacy & Cookie Policy – © Copyright – SG Wealth Management Ltd. Registered office: 53-57 St Martin’s Lane, Norwich, NR3 3SA. Company No. 04164888. Registered in England and Wales. Registered for VAT No. 204 7439 21. SG Wealth Management is a trading style of SG Wealth Management Ltd authorised and regulated by the Financial Conduct Authority no. 196001 – SG Corporate Services is a trading style of SG Wealth Management Ltd – The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at financial-ombudsman.org.uk.
