Achieving Financial Peace of Mind - for Life
Who We Are
At SG Wealth Management, we are a team of Chartered Financial Planners with a passion for building strong, meaningful and lasting relationships with our clients. With a wealth of knowledge and expertise, we provide high-quality financial planning and advice services to individuals and businesses across East Anglia. Our mission is to help you achieve financial peace of mind - for life.
Our Services
We offer a wide range of services to cater to the diverse needs of our clients, including:
Financial Planning: Our team of financial planners is dedicated to helping you achieve your financial goals. We will work closely with you to understand your financial aspirations and create a personalized plan to help you achieve them.
Retirement Planning: We understand the importance of planning for your retirement. Our team will work with you to create a tailored plan that ensures you have a comfortable and secure retirement.
Estate Planning: Estate planning involves creating a plan for the distribution of your assets after your passing. Our team will work with you to create a customized estate plan that reflects your wishes.
Tax Planning: Tax planning is an essential part of financial planning. Our team will work with you to minimize your tax liabilities and maximize your wealth.
Investment Management: We offer a comprehensive investment management service designed to help you achieve your financial goals. Our team of experienced investment professionals will work with you to create a personalized investment strategy that aligns with your needs and risk tolerance.
Later Life Care Planning: As we age, it is essential to plan for the care of yourself and your loved ones. Our team will work with you to create a plan that ensures you have the care and support you need as you age.
Workplace Pensions: We offer a comprehensive workplace pension service designed to help you attract, retain, and reward your employees. Our team will work with you to create a customized workplace pension scheme that meets your business needs.
Employee Benefits: We understand the importance of providing your employees with a comprehensive benefits package. Our team will work with you to create a customized benefits package that meets your business needs and attracts top talent.
Business Protection: We offer a comprehensive business protection service designed to protect your business from unexpected events such as the death or incapacitation of a key employee. Our team will work with you to create a customized business protection plan that meets your business needs.
Financial Wellbeing and Education: We believe that financial wellbeing and education are essential components of a successful financial plan. Our team offers educational workshops and resources designed to help you make informed financial decisions.
Why Choose Us
At SG Wealth Management, we believe that building strong relationships with our clients is the key to success. Our team of Chartered Financial Planners has decades of combined experience in the financial industry, and we are committed to providing the highest level of service to our clients.
Meet the Team
At SG Wealth Management, we are proud of our talented and experienced team of financial planners. Our team is dedicated to providing exceptional service to our clients, and we are committed to helping you achieve your financial goals.
About our Co-Founder
Our co-founder has been in the financial industry for over 20 years and has a wealth of knowledge and expertise in financial planning and advice. He is dedicated to providing exceptional service to his clients and has a passion for helping individuals and businesses achieve their financial goals.
Testimonials
Here's what some of our satisfied clients have to say about their experience with SG Wealth Management:
- "From my first meeting with Katie Jones, her service has been spot on. She produced the most detailed and professional Personal Financial Report I have ever received outlining the reasons I should transfer from my existing pension arrangements."
- "Katie Jones was brilliant from start to finish, she explained everything in a clear and concise manner, no jargon, just straight forward advice."
SGWM in the Community
At SG Wealth Management, we are committed to giving back to our community. We regularly participate in local charity events and sponsor local organizations.
Careers
If you are interested in joining our team of talented financial planners, please visit our careers page to learn more about our available positions and how you can join our team.
Accuracy Concerns
One reviewer, Ned Easygoon, expressed disappointment and concern about the accuracy of SG Wealth Management's services, citing an incident where private and confidential data was sent to the wrong address. This incident raises questions about the company's compliance and data handling procedures.
Praise for SG Wealth Management
On the other hand, many reviewers praised SG Wealth Management for their exceptional service, professionalism, and expertise. Reviewers highlighted the friendly and approachable nature of the staff, who took the time to listen to their needs and provided tailored advice.
Professionalism and Trust
Several reviewers, including Estelle Morris, Peter Cockayne, and Simon Hodgkinson, commended the company's professionalism and trustworthiness. They appreciated the staff's expertise and guidance, which helped them make informed financial decisions.
Long-term Client Satisfaction
David Dawson, a client of 16 years, expressed satisfaction with the company's investment advice and approachable staff. While he found some of the reports difficult to understand, he appreciated the efforts of his advisor, Stuart Sutton.
