SG Wealth Management Limited

Initial consultation free
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 Dansie
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 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 W
I have been a customer of SG Wealth Management for quite a few years now. John Griffin is my Wealth Manager and I have always found the company to be very helpful in investing my money, arranging...
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...
Mr and Mrs I
I have been with SG Wealth Management since 2009. During this time I have had ‘good’ and ‘not so good’ financial market days but, overall, our long term retirement portfolio performance goals have...

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