SG Wealth Management are Chartered Financial Planners. We provide highly professional financial services to individual and corporate clients throughout East Anglia from two offices in Norwich and Ipswich – and are proud to have frequently been voted one of the UK’s ‘Top 100 Advisers’ by financial publisher Citywire.
Founded in 2001, our business model is client-centric and advice-led, rather than dependent on commission through sales. This approach was quite radical for financial services at the time we launched but has since become industry best practice, having been adopted by the regulatory authorities twelve years later in 2013.
We are also one of the very few firms in our region with Chartered status – the coveted gold standard for Independent Financial Advisers, awarded by the Chartered Insurance Institute (CII).
As independent financial advisers there is 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 we are one of only 5% of UK advisers with discretionary investment permissions.
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.