Relationships are important.
Here’s what our clients say about us.
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.
Rob Adams – Ipswich, Suffolk
I have worked with SG Wealth Management for more than ten years – the first half of this time when I managed my own business and the second half after I sold it. My experience has taught me to have the utmost confidence in their operation, their judgments and their quality of service. The exchange of views and ideas between the two parties is dynamic and refreshing. They have cared very much for my wife and I to our considerable advantage and I trust SG totally.
Gordon Smart – Norwich, Norfolk
My wife and I had been looking for an independent financial adviser for a very long time – almost 10 years in fact. We came from a previous bad experience and we did not feel at ease trusting someone else to manage our funds anymore. When we met Neil Shillito and his team at SGWM we felt reassured and confident we had at last found a professional independent financial adviser we trusted to manage our finances the way we wanted.
Francesco and Myra Illari – Norwich, Norfolk
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.
Tim Dansie – Thorpe-le-Soken, Essex
Video Testimonials From Some of our Clients…