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 has been our fundraising partner since 2020 and our staff regularly get involved in the events they organise through the year.



Nansa is the Norfolk and Norwich SEND Association. SEND stands for Special Educational Needs and Disabilities. Nansa aims to be a catalyst for real change across the region, for those living - or caring for others - with disabilities and/or complex developmental needs. For over 60 years Nansa has championed children, young people and adults in Norfolk who have special educational needs and disabilities, providing life-long support for people with SEND, their families and carers, helping them to achieve their full potential and live their best lives possible.


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 with charitable status 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.

Picture courtesy of Paul Hurst


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


Keeping Our Community Tidy

Our team get stuck into litter picking to help the environment and aid our community
Read More

SGWM Donate Items to Ukraine Appeal

Our generous staff donated essential items to a local appeal hub in aid of Ukrainian civilians
Read More

How SGWM Supported our Community in 2021

A look back at who we supported and how we made a positive impact during 2021.
Read More

SGWM sponsor Ipswich Rugby Club Academy

SGWM become principal sponsors of Ipswich RFC's Academy
Read More