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Financial PlanningEmployee BenefitsEstate PlanningInvestment ManagementLater Life Care PlanningRetirement PlanningWorkplace PensionsSGWM in the CommunitySGWM NewsTax PlanningBusiness ProtectionFinancial Education and Wellbeing

Latest News

Why your business should offer Group Life Insurance

04/02/2026

Group life insurance is a cost-effective employee benefit that is highly valued by employees.

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Vision Magazine Winter 2025/26

27/01/2026

The Winter 2025/26 issue of Vision Magazine now available

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Health Cash Plan vs Private Medical Insurance

18/12/2025

The pension market and investment options will have changed since you set up your workplace pension.

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Guide to securing your legacy

16/12/2025

Trusts have been used for centuries to manage and safeguard wealth as part of estate planning.

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Guide to a successful retirement

09/12/2025

As life expectancy rises, careful and proactive retirement planning has become vital.

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Guide to wealth creation

02/12/2025

Building wealth is intentional, not down to luck. You need a clear financial plan to guide you.

Read More
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