Founded in 2001, SG Wealth Management are Chartered Financial Planners and one of the very few firms in the region with Chartered status – the coveted gold standard for Independent Financial Advisers, awarded by the Chartered Insurance Institute (CII).
We provide highly professional financial services to individual and corporate clients throughout East Anglia from our offices in Norwich and Ipswich – and are proud to have been voted one of the UK’s ‘Top 100 Advisers’ six times by financial publisher Citywire.
Our business model is advice-led, centred around our clients and not dependent on commission through sales. Whilst this approach was quite radical for financial services at the time we launched, it has since become industry best practice, having been adopted by the regulatory authorities in 2013.
As independent financial advisers there’s no incentive for us to be biased towards any product. A core element of our proposition is our impartiality, everything we do is in-house, we do not use external fund managers and are one of only around 8% of UK advisers with discretionary investment permissions.
Our mission is to help you achieve financial peace of mind – for life.
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.