Whether you need independent advice with your investments, pension or perhaps your retirement, later life or legacy planning, you’ve come to the right place. If you are looking for high-quality wealth management and financial services tailored to meet your individual needs, our team of professionals can help. We are one of the top uk wealth management firms and our team of experts deliver the highest standard of service and care.
As Chartered Financial Planners and one of only 8% of UK advisers with discretionary investment permissions we have the expertise, knowledge, heritage and ‘industry gold-standard’ Chartered accreditation to provide you with financial peace of mind.
Founded in 2001, we have built our award-winning 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
Did you know we have a wealth management magazine? Published quarterly, our “Vision” magazine provides interesting insights and overviews on relevant topics within the industry from some of our top wealth managers.
SG Wealth Management (SGWM) has been shortlisted for a Citywire Investment Performance Award! The financial publisher’s 2019 national Awards are held in association with Asset
SG Wealth Management has renewed it’s successful sponsorship of Ipswich Rugby Football Club (IRFC) for a third consecutive year. The club comments “We are very
SG Wealth Management’s (SGWM) fourth annual Gala concert on Saturday 7 September saw us once again welcoming VIP guests to the magnificent surroundings of Norwich
We are delighted to announce that our SG Wealth Management Ipswich team have moved into their new home – but it’s no ordinary office! ‘Merchant
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.
