Norwich: 01603 760866
Ipswich: 01473 255948
Chartered Financial Planning for individuals and businesses across East Anglia
We believe in building strong, meaningful and lasting relationships with our clients.
Perhaps you need independent advice with your pension, investments, retirement, later life, tax or inheritance plans. Or maybe you're a business owner or manager seeking guidance on employee benefits, workplace pensions or business protection. Either way, you’ve come to the right place.
As award-winning Chartered Financial Planners, we provide high quality financial planning to our individual and business clients from our offices in Norwich and Ipswich.
Voted consistently as one of the Top 100 UK advice firms, we have the expertise, knowledge, heritage and ‘industry gold-standard’ accreditation to provide you with financial peace of mind – for life.
Individual Clients
Our team of financial advisers in Norwich and Ipswich is supported by specialists with the expertise to cover all aspects of your financial planning.
We aim to grow your money over time with a keen eye on minimising losses in times of market fluctuations. We can help with retirement income plans, investments and have our own in-house team of pension transfer specialists.
Business Clients
We’re a qualified, dedicated team who work only with businesses.
Our professional, supportive and impartial service helps ambitious companies reward, support and retain employees. The technical knowledge, commitment and client-friendly service we offer means we get to know what works for you.
Experts at Financial Planning
Get In TouchOur 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.
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 www.financial-ombudsman.org.uk
Latest News
05/05/2021
What are Health Cash Plans and why are more employers introducing them
Ryan Oates suggests why employers are increasingly opting in to Health Cash Plans
Read More04/05/2021
Swerving the Scammers
IT Manager, Jason Dorsett discusses how to spot and avoid fraudsters
Read More29/04/2021
Reduce your Inheritance Tax bill
Andrew Morley discusses ways to minimise Inheritance Tax.
Read MoreGet In Touch
Office opening hours Monday-Friday 8.30am – 5.30pm
Ipswich Address
Merchant House, 11-13
Silent Street, Ipswich,
IP1 1TF
Phone Number
01603 760866Norwich Address
53-57 St Martin’s Lane,
Norwich, NR3 3SA
Phone Number
01473 255948Email Address
hello@sgwealthmanagement.co.uk
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.
Published quarterly, 'Vision' provides insights and overviews on relevant topics within the industry from our top Wealth Managers.