About us

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.

 

Impartial

Not only are we independent Chartered financial advisers, we are impartial. There is no incentive for us to be biased and a core element of our proposition is our impartiality. As an unbiased party, we are in the best position to provide you with advice and wealth management services, as it will always be in our best interests to do what is best for you.

 

Accountable

When dealing with personal finances, accountability is of the utmost importance. Our advisers understand that your finances are crucial to your future security and peace of mind, and will always act in your best interests. We are accountable to you for all our advice – we take responsibility so you don’t have to.

 

Trusted

Our impartiality and accountability has always fostered a strong bond of trust between us and our clients and is the cornerstone of our reputation. As a result, we are one of the top UK wealth management firms. To see what our customers say about us, read our testimonials.

 

Private Clients

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

Business Clients

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