Making financial arrangements for the future has always been a task that particularly worried, as well as distressed, one of us. However, over a decade ago Linda Kent entered our lives and magically everything changed. Very quickly, expertly, and with minimum fuss she organised our finances and made them look, if not enthralling, at least comprehensible and interesting. Linda has been planning and looking after our investments for over ten years, making us aware of their risks, watching tirelessly over their performance and patiently explaining their advantages and pitfalls. She was instrumental in the setting up our Trusts, in helping to reorganise our Wills and finally in prompting us “relatively early in our lives”, to consider and prepare Powers of Attorney. Linda has always been able to find time to see us or answer our questions, even when she was on vacation, and to react swiftly when the occasion demanded a rapid decision. We have learned to admire her patience, reliability, punctuality greatly and, perhaps above all, equanimity and sense of humour in situations that might test even a saintly person! She has also been instrumental in organising the finances of a friend of ours who was very impressed by Linda’s ability to discover that she possessed resources of which she was quite unaware. We find Linda Kent to be one of those unusual people who makes one feel that she truly cares for the well-being of others.
From my first meeting with Katie Jones her service has been spot on. She produced the most detailed and professional Personal Financial Report I have ever received outlining the reasons I should transfer from my existing pension arrangements. When I had a time issue where I needed to have the lump sum transfer money through to me to meet a deadline, she chased the companies every day, keeping me informed as she did so. The money duly arrived in time. Believe me there are times when I have been at the other end of the spectrum, service wise!! So to receive attention to my requirements like this was very refreshing.
SG Wealth Management has been acting on my behalf over the last three years. I particularly value the fact that they get paid directly for the excellent service and advice they provide rather than being paid by commission simply for product sale. Their advice is impartial which is important.
Linda Kent has managed my financial affairs for many years. I always feel reassured by her friendly, informal approach. Whilst the regular bi-annual updates are clear and well presented, it is more important to me to know that I can speak to her whenever I need to do so. I don’t want ‘a voice on the telephone’ so it pleases me to meet the person handling my portfolio and to feel comfortable when discussing issues of concern or when there are questions to be addressed. I have recommended Linda to many friends and feel pleased that some are benefiting from her experience.
I have been with SG Wealth Management since 2009. During this time I have had ‘good’ and ‘not so good’ financial market days but, overall, our long term retirement portfolio performance goals have been achieved – allowing my wife and I to enjoy the retirement we were hoping for. The most important thing about being with SGWM is the reassurance that I am looked after by what I think of now as being less a team of independent financial advisers and more like a family friend. Not only do SGWM advise what to do with our pension pot investments, they also help on matters such as Lasting Power of Attorney (Financial and Health), Family Will, Inheritance Tax, Health Insurance, Long Term Care Insurance for my wife’s mother needs and Taxes. As I am not UK domiciled my tax affairs can be a bit complicated to say the least! I know the financial market will rise and fall and, while SGWM doesn’t have a financial crystal ball to see what the market will do tomorrow, they help us ride the ups and downs with a portfolio that better matches our long term retirement goals in a personalised, independent way.
Since 2001, I've planned a major part of my life’s investments with SG Wealth Management. During much of that time, I managed my own limited company footwear business and strongly continued my association with SGWM when I sold it. Having gained wide commercial experience through my life, I have been more than happy to find SGWM broad thinking in that they advise me in a balanced manner across the wide cross section of my worldly goods and investments – rather than attempting to extend their hold on an increased percentage of my monies. I am treated as an individual human and not a customer number. The mutual exchange of views and ideas between the two parties is both dynamic and refreshing, the outcome being that I have gained very strongly from the relationship.