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Financial PlanningEmployee BenefitsEstate PlanningInvestment ManagementLater Life Care PlanningRetirement PlanningWorkplace PensionsSGWM in the CommunitySGWM NewsTax PlanningBusiness ProtectionFinancial Education and Wellbeing

Latest News

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Guide to securing your legacy

16/12/2025

Trusts have been used for centuries to manage and safeguard wealth as part of estate planning.

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Guide to a successful retirement

09/12/2025

As life expectancy rises, careful and proactive retirement planning has become vital.

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Guide to wealth creation

02/12/2025

Building wealth is intentional, not down to luck. You need a clear financial plan to guide you.

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How does the Autumn Budget 2025 impact Salary Sacrifice?

28/11/2025

Within the Autumn Budget 2025 were changes to Salary sacrifice (often called “salary exchange”).

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What was announced in the Autumn Budget 2025?

27/11/2025

Rachel Reeves announced the latest Autumn Budget on 26 November 2025.

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How to communicate pension benefits to a multi-generational workforce

19/11/2025

To ensure all your employees understand their workplace pension, you must tailor the messages.

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