About Us

SG Wealth Management was founded in 2001 by current Directors, Neil Shillito and Stephen Girling with, at that time, a radical business model which was client-centric and advice-led, rather than dependent on commission through product sales. Here’s what some of our clients have to say about us.

Our original business model and ethos, driven by conviction and company culture, has become industry best practice and has been adopted by regulatory authorities more than 12 years later in 2013.

We are proud to have been frequently voted one of the UK’s ‘Top 100 Advisers’ by financial publisher Citywire.

As independent financial advisers, there is no incentive for us to be biased towards any one product, and a core element of our proposition is our impartiality.  Everything we do is in-house, we do not use external discretionary fund managers and we are one of only 5% of UK advisers with discretionary permissions.

We provide highly professional financial services to individual and corporate clients throughout the country from two offices in East Anglia; one in Norwich and the other in Ipswich.

Individual Services

Your wealth is important to you, we can help you manage, grow and secure your wealth with our long-term approach.

Corporate Services

Our goal is to help ambitious companies support, reward and retain their valuable employees.