SG Wealth Management Ltd

Financial Services - Norwich, ENG, UK

SG Wealth Management Ltd Details

Chartered Financial Planners, founded in 2001. SG Wealth Management were the first financial services company in the UK to provide high-quality wealth management and financial services to individuals, trusts, charities and companies exclusively on a fee basis. Our service is completely tailored to meet our clients'​ needs and we are one of only very few UK advisers with 'discretionary permissions'​ - meaning that investment decisions are made inhouse.With offices in Norwich and Ipswich, our 34-strong team of experienced professionals have a huge array of in-depth knowledge and expertise. None of our remuneration comes from the broking of financial products or investments, ensuring our advice is completely impartial, and our business is built on the ethos that our clients' best interests are - and always will be - central to everything we do. Our approach incorporates our key values - impartiality, accountability, and trust - and our exemplary service is based on a genuine partnership between the adviser and client. We value this relationship above all else, nurture it with every decision made, and are dedicated to delivering the best possible financial planning and investment management services for our clients across Norfolk and Suffolk.SG Wealth Management - providing financial peace of mind for life.

SG Wealth Management Ltd logo, SG Wealth Management Ltd contact details
Employees: 20 - 49
HQ:
Location: Norwich, ENG, UK
Revenue: 2.5 - 5 Million
Wealth management and discretionary investment management for wealthy clients who have a minimum of circa £500k of investable assets. Wealth management and discretionary investment management for clients with a minimum of £250k of investable assets Defined Benefit (Final Salary) Pension transfers Pensions Workplace pensions Corporate services Employee benefits Financial planning Retirement planning Investments Chartered Financial Planners Financial Planning
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