SG Wealth Management was founded in 2001 by current Directors, Neil Shillito and Stephen Girling with, at that time, a radical business model for financial services which was client-centric and advice-led, rather than dependent on commission through sales. Our original business model and ethos, driven by conviction and company culture, has become industry best practice and was eventually adopted by regulatory authorities in 2013 – some 12 years later.
As independent financial advisers, there is no incentive for us to be biased towards any product and a core element of our proposition is our impartiality. Everything we do is in-house, we do not use external fund managers and we are one of only 5% of UK advisers with discretionary investment permissions.
We provide highly professional financial services to individual and corporate clients throughout the country from two offices in Norwich and Ipswich and are proud to have been frequently voted one of the UK’s ‘Top 100 Advisers’ by financial publisher Citywire.
Here’s what some of our clients say about us.
Your wealth is important to you. We can help you manage, grow and secure your financial future with our long-term approach.