Achieve financial peace of mind - for life
At SG Wealth Management, we believe in building strong, meaningful, and lasting relationships with our clients. As award-winning Chartered Financial Planners, we provide high-quality financial planning, advice, and wealth management services to our individual and business clients from our offices in Norwich and Ipswich.
Our Services
Our wealth management services were created to help you gain independent financial advice regarding your pension, investments, retirement, later life, assets, tax, or inheritance plans. Or, if you're a business owner or manager, we can offer you guidance on employee benefits, workplace pensions, or business protection too.
For individual clients, our team of financial advisers in Norwich and Ipswich 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 minimizing 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.
For business clients, we're a qualified, dedicated Employee Benefits Team located in Ipswich, Suffolk, and Norwich, Norfolk. Our professional, supportive, and impartial service helps ambitious companies reward, support, and retain employees. The technical knowledge, commitment, and client-friendly service we offer means we get to know what works for you.
Our Mission
Our advice services are fee-based, not dependent on commission through sales, and totally centered around you and your individual and unique needs. We are impartial, accountable, and trusted. At SG Wealth Management, our mission is to help you achieve financial peace of mind - for life.
Why Choose Us
We're a team of 37 professionals providing highly professional financial services to individual and business clients throughout East Anglia. We have offices in Norwich and Ipswich and are proud to have been voted one of the UK's 'Top 100 Advisers' ten times by financial publisher Citywire. SGWM has always prided ourselves on our strong client relationships, our impartiality, our accountability, and our trustworthy reputation.
Overall Experience
The reviews provide a mixed bag of experiences with SG Wealth Management. While most reviewers have had a positive experience, one reviewer had a negative experience with significant inaccuracies.
Positive Experiences
Most reviewers praised the professionalism and friendliness of the staff at SG Wealth Management. They appreciated the helpful and knowledgeable advice received, which led to their financial goals being met. The company's ability to listen to their requirements and provide tailored advice was particularly commended.
Negative Experience
One reviewer had a significantly negative experience, citing inaccuracies in their private and confidential data being sent to the wrong address. The reviewer was disappointed that the company's compliance team was not aware of this issue, leading to concerns about the potential for repetition.
