SG Wealth Management Limited

Independent 53-57 St Martins Lane, Norwich, Norfolk, Norwich, NR3 3SA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
Chartered financial planning to help you live the life you wish to live with financial peace of mind.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • ISAs
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
Henry Gaskin
Chief Investment Officer
David Tooley
Wealth Manager
Accreditations
Chartered Financial Planner
John Griffin
Wealth Manager
Accreditations
Retirement advice standard
Mike Moore
Wealth Manager
Ryan Oates APFS BSc
Corporate Services Manager
Accreditations
Chartered Financial Planner
Katie Jones
Wealth Manager
Susan Steel
Wealth Manager
Andrew Morley
Wealth Manager
Neil Dobson APFS
Chartered Financial Planner and Wealth Manager
Accreditations
Chartered Financial Planner
Linda Kent
Wealth Manager
Stuart Sutton
Wealth Manager
Stephen Girling APFS
Managing Director
Accreditations
Chartered Financial Planner
What our clients say
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
I value the fact that they get paid for excellent advice rather than simply for a product sale. The advice is also impartial which is important.
Mr Dansie, Colchester
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 Illari, East Anglia
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 Ewen, Oxford
Where to find us

53-57 St Martins Lane, Norwich, Norfolk, Norwich, NR3 3SA

Make an enquiry
About us

Chartered Financial Planners, founded in 2001, our expert team of 37 are based in Norwich and Ipswich.

As a Chartered firm, we pride ourselves on being impartial, accountable and trusted and have been recognised 5 times as one of Top 100 advisers in the UK by 'Citywire'.

If you want to grow your wealth over time, while minimising losses in times of market stress, our robust, well-researched investment process - which includes model and bespoke portfolios - can meet your different attitudes to investment risk and provide you with financial peace of mind.

We can work closely with your accountancy and legal advisers to deliver an integrated financial planning approach including taxation, estate planning and later life care.

We are also one of the 8% of UK advisers with ‘discretionary permissions’- meaning that buying and selling decisions are made by our inhouse portfolio managers for your account.

Our in-house team of qualified, pension specialists are authorised to provide impartial advice on retirement income plans and discuss your retirement options if you are considering a transfer from your own company pension scheme. Our staff are NOT incentivised to persuade you to transfer your funds.

Our services

Our experienced team of Wealth Managers are supported by paraplanning and investments specialists who have the expertise to cover all aspects of your financial planning. They take great care in ensuring that each portfolio meets your individual interests.

We guarantee that your financial security is our primary concern and that you will be looked after and kept fully informed at all times of changing economic circumstances, taxation changes and investment opportunities. We make pro-active decisions on your behalf and we take the responsibility, giving you complete peace of mind to help you live the life you wish to live.

Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0