SG Wealth Management

Award-winning Chartered Financial Planners, founded in 2001. SG Wealth Management were the first financial services company in the UK to provide high-quality wealth management and financial services to individuals, trusts, charities and companies exclusively on a fee basis.

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About SG Wealth Management

With offices in Norwich and Ipswich, our 35-strong team of experienced professionals have a huge array of in-depth knowledge and expertise.

None of our remuneration comes from the broking of financial products or investments, ensuring our advice is completely impartial, and our business is built on the ethos that our clients’ best interests are – and always will be – central to everything we do.

Our approach incorporates our key values – impartiality, accountability, and trust – and our exemplary service is based on a genuine partnership between the adviser and client. We value this relationship above all else, nurture it with every decision made, and are dedicated to delivering the best possible financial planning and investment management services for our clients across Norfolk and Suffolk.

SG Wealth Management – providing financial peace of mind for life.

SG Wealth Management

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Why Norwich?

Norwich is a £10 billion economy with 24,000 businesses and nearly 160,000 jobs of which 11,610 are in financial and related professional services. It benefits from proximity to hubs of financial and business activity in London, Cambridge and Ipswich.

Over 200 years in the making, Norwich is recognised as a centre of excellence in insurance, financial and professional services. Norwich is one of the largest general insurance markets in Europe with the 2nd highest concentration of insurance jobs in the UK (ONS, 2016). In addition to attractive career opportunities, it offers outstanding quality of life, and the benefits of living in a vibrant, affordable, culturally advanced and accessible city.

Norwich is the home of important businesses and brands in financial services and insurance that are taking advantage of the unique ‘value’ on offer.

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