SG Wealth Management Limited

Initial consultation free
Independent financial adviser
Award-winning Chartered financial planners providing independent financial advice for private and corporate clients across East Anglia.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Henry Gaskin DipPFS
Chief Investment Officer/Director
David Tooley APFS
Chartered Financial Planner/Associate Director
Andrew Morley APFS
Chartered Financial Planner/Associate Director
John Griffin DipPFS
Wealth Manager

What our clients say

Mr Ewen
Impartiality of advice, frequent communication and trust that everything they do is in my best interests. We 'sit on the same side of the table'.
Mr Dansie
SG Wealth Management has been acting on my behalf since 2017. I particularly value the fact that they get paid directly for the excellent service and advice they provide rather than being paid by...
Miss F
A huge thank you to Mike Moore for the conversation I had with him today regarding pensions. He is professional, unselfish, patient, articulate and well informed. I would most certainly recommend...
Mr Illari
We came from a previous bad experience and we did not feel at ease trusting someone else to manage our funds - SGWM have restored that trust.
Mr Smart
I have worked with SG Wealth Management for more than 15 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...
Professors I & M S
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...

Legal information

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