SG Wealth Management

Now in our 20th year, we're award-winning Chartered Financial Planners and one of the very few firms in the region with Chartered status – the coveted gold standard for Independent Financial Advisers, awarded by the Chartered Insurance Institute (CII).

Our team of 34 provide 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’ seven times by financial publisher Citywire.

Everything we do is in-house - we don't use external fund managers and are one of a very small number of UK advisers with discretionary investment permissions.  We have always prided ourselves on our strong client relationships, our impartiality, our accountability and our trustworthy reputation.

Merchant House, 11-13 Silent Street, Ipswich IP1 1TF
post@sgwealthmanagement.co.uk
01473 255948

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