SG Wealth Management Limited

Chartered Financial Planners, founded in 2001, our expert team of 36 are based in Ipswich and Norwich.
 
As a Chartered firm, we pride ourselves on being impartial, accountable and trusted and have been awarded 'Top 100 UK Adviser' status NINE times by 'Citywire'.

Our team of financial advisers is supported by specialists with the expertise to cover all aspects of your financial planning. We aim to grow your money over time with a keen eye on minimising losses in times of market fluctuations.  We can help with retirement income plans, investments and have our own in-house team of pension transfer specialists.

Our robust, well-researched investment process includes various portfolios to meet your different attitudes to investing.  So whether you are fairly adventurous or have a more cautious approach, we’ll ensure your individual portfolio meets your interests and needs and is monitored on a regular basis to reflect your changing requirements or circumstances.

We can work closely with your accountancy and legal advisers too to deliver an integrated financial planning approach to your retirement and pension needs, taxation, estate planning, inheritance or later life care.