As a socially responsible company, we consciously strive to have a positive impact on society, the environment, and the economy.  Our Corporate Social Responsibility (CSR) policy focuses on three main areas.




Compliance / Business Ethics

We recognise the need to protect the natural environment and keep it clean and unpolluted, following best practices in terms of limiting our impact on the environment.  Apart from legal obligations, we proactively seek to protect the environment through our implemented initiatives.

Our employees and clients are part of the SGWM ‘society’ and we’re are all part of wider societies in our localities and further afield. We’ve broken this into two broad areas:

• Health & Welfare of Staff

• Community

We’re committed to operating legally and with a conscience and have a willingness to observe both our own company values, and those of the community in which we exist.


Read the SGWM Environmental Policy

Charity and Sponsorships

We have an 'in-house' CSR Committee who share a short list of proposed charities to our staff each year, giving them the opportunity to vote on the charity they would prefer to receive SGWM support. 

Staff can propose any charity they would like including in the survey and support can be financial via direct donations - in lieu of Christmas cards to clients, for example - or through activities or events with which they can get directly involved.

The organisations we currently support are:

The Benjamin Foundation        

Founded in 1994 The Benjamin Foundation is a Norfolk and Suffolk charity which supports children, young people and families.  The Benjamin Foundation is our fundraising partner for 2020-21 and our staff will be getting involved in the events organised through the year.

Norfolk and Suffolk Wildlife Trusts

Set up when 435 acres of marsh land at Cley was purchased in 1926, Norfolk Wildlife Trust is the country's oldest wildlife trust by some way (the next oldest wasn't until 1947!) and will soon be reaching its 100th year.

Suffolk Wildlife Trust has led local nature conservation efforts in Suffolk for five decades and has saved some of the county's most important wildlife sites as nature reserves.

Ipswich Rugby Club

Founded in 1870, Ipswich Rugby Club has over 800 members with teams across all ages.  Having already sponsored the club for 4 years, we're delighted to now be sponsoring the Ipswich RFC Academy for the next 3 years. The Academy has been set up to maximise the potential of all Junior, Youth and Colts players from under 6 right through to 18 - and we look forward to watching how these young players develop!  

Norwich Baroque

Formed in 2006, Norwich Baroque is a musical ensemble which works with eminent soloists from the early music world to give fresh and vibrant performances of music by popular and less well-known Baroque composers.

SG Wealth Management has been principal sponsor of Norwich Baroque since 2015, which provides an opportunity for our clients to attend various concerts each year, plus our annual SGWM Gala evening which is usually held at Norwich Cathedral.

Rick Bowden Photography

Each year, our CSR Committee identifies a new artist to support and enter into a sponsorship/licensing agreement with, allowing us to provide a fresh look to our marketing literature and website whilst also giving some exposure.  This can be any art style and from anyone - whether established, amateur or student.

This year we have chosen ​​​​​​​Rick Bowden a local photographer who specialises in landscape photography.

You can see his stunning photographs of Norfolk and Suffolk throughout our website, in Vision magazine, and on some of our other marketing communications.

If you would like to be considered to partner with us for a future refresh of the website, get in touch - contact us at


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