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SG Wealth Management Chartered Financial Planners

Budget Guide

Click on the cover below for our Guide to the Autumn Budget 2025.

Tax Card

Click on the cover below for our 2026/27 Tax Facts Datacard.

Vision Magazine

Click on the covers below to read our free magazine.

Cover of Vision Magazine Issue 28 Summer/Autumn 2025 titled "Securing Your Legacy: Making a positive impact in uncertain times".A family walking in a field with cows featured on Cover of Vision Magazine Issue 27 Spring 2025.Three climbers with helmets facing a snowy mountain on Cover of Vision Magazine Winter 2025Vision Magazine Autumn 2024 cover with a riverside town view and a badge noting SG Wealth Management as a Top 100 Adviser by Citywire.Cover of Vision Magazine Issue 24 Spring 2024 titled "A New Chapter in Our Journey"Cover of Vision Magazine Issue 22 Autumn 2023 titled "Planning a Business Exit"Cover of Vision Magazine Issue 21 Spring 2023 titled "The Retirement Issue"Cover of Vision Magazine Issue 20 Winter 2022 titled "Funding the Lifestyle You Want: Get your retirement plans in motion,"A sunrise behind a windmill in a frosty field, with a badge noting SG Wealth Management as a Top 100 Adviser voted by Citywire.Vision Magazine Spring 2022 Issue 18 Special Edition on Estate Planning.Vision Magazine Winter 2021 issue cover with the headline "Twenty years of winning by not losing"Estate and legacy planning special edition cover with a sunset over a rocky pier and a blue badge.Vision Magazine Issue 15 Spring 2021 A view of a windmill and trees reflected in water - Cover of Vision Magazine Winter 2020 issue Couple holding hands sitting on beach chairs facing a sunset. a child in a star-patterned hat and scarf.A sailboat on choppy water - Cover of Vision Magazine Issue 11 Summer 2019 Spring 2019 issue of Vision Magazine.Cover of Vision Magazine Winter 2018, Issue 9.Cover of Vision Magazine Issue 8 Autumn 2018.Cover of Vision Magazine Issue 7 Spring 2018.Vision magazine Christmas 2017 issue.Vision Magazine Autumn 2017 issue.Spring 2021 issue of Vision magazine.Vision Magazine Winter 2017 issue.Vision magazine Issue 2 Spring 2016.Vision Magazine Issue 1 Winter 2015-16.

Guides

Click on the covers below to read our free guides.

Guide to Securing Your Legacy brochure cover.Cover of a guide titled "Guide to Wealth Creation: How to build lasting wealth and generate a reliable income"Guide to Financial Protection, September 2025.Older couple looking at camera, on Guide to retiring overseas as a UK citizen.Guide to Building Your Dream Retirement.Guide to setting investment goals and timescales.Cover page of a guide titled "Planning Financial Success for Business Owners and Directors"Couple riding a bike, on Guide cover to Self-Invested Personal Pensions, March 2025.A young family on guide cover to make your money work harder for you.Guide to End-of-Tax-Year Planning.Guide to Mastering Individual Savings Accounts.Guide to New Year financial strategies.Guide to the principles of building wealth.Guide to Planning and Preparing for Retirement, November 2024.Guide to income protection insurance brochure cover.Guide to financial advice during divorce.Guide to personal protection cover page.A couple on a hike, on the cover of guide to mastering financial fitness in your 50s.SGWM Guide to TrustsGuide to Later Life Care brochure cover with an older man and a younger woman on a beach, asking how far ahead you plan for your future.Guide to financial planning for business owners, featuring a man holding a crate of fresh produce in a greenhouse.Guide to Individual Savings Accounts. Cover shows a child sitting on an adult's shoulders facing a sunset.Guide to building a bigger pension pot.Guide to navigating the intricacies of retirement planning with a couple outdoors.Guide cover titled "Protecting your family, your biggest asset" with a family.Guide to the top 10 fundamentals for successful investing.Guide to year-end tax planning with strategies to consider before 5 April 2024.Guide to financial planning for the new year.Guide to effective wealth creation strategies with cover showing a woman holding a tablet.Guide cover showing a woman holding a baby with an older woman in the background.Guide to how to find or trace a lost pension with an elderly couple looking at a laptop.Brochure cover showing a family on a sailboat.Guide to Bonds vs Equities.Guide cover featuring an older couple using a laptop.Cover page of a guide showing a family outdoors with a scenic hill background.Guide cover with a couple holding drinks on a beach background.Guide showing a couple walking outdoors with drinks near a fountain.Guide showing a couple toasting with wine glasses at sunset on a beach.Guide cover with a family holding hands and flying a kite in a field.Guide featuring a man and woman reviewing documents together.Guide cover with a woman working on a laptop.Guide cover featuring an older man and younger man.Guide cover with a family dressed in winter clothes in the background.Guide cover featuring a couple walking on a beach.Guide cover with an image of a family outdoors toasting with wine glasses.Cover of a guide to self-invested personal pension schemes.Guide to portfolio featuring two people reviewing documents.Guide to booklet cover, showing a healthcare professional and an older woman.Guide to investing for life's journey.Guide to pension consolidation brochure cover.Guide featuring a starry night sky background and two people standing on a hill.Guide with a digital network graphic of a British pound symbol.Guide with a photo of a man and woman standing back to back, arms crossed.Guide with two people relaxing under a beach umbrella by the sea.Guide to income protection insurance.

News

27/05/2026

Vision Magazine Spring 2026

The Spring 2026 issue of our Vision magazine is now available
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16/04/2018

Beware of the scammers

It is important to remain vigilant as fraudsters employ increasingly advanced psychological tactics
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27/01/2026

Vision Magazine Winter 2025/26

The Winter 2025/26 issue of Vision Magazine now available
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18/11/2025

SG Wealth Management listed in Citywire's Top 100 2025

SG Wealth Management been included in Citywire's Top 100, our 12th inclusion.
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