SG Wealth Management
SG Wealth Management is a financial services company based in Norwich, England. They specialize in providing expert financial planning and management services to individuals and businesses. With a team of experienced financial planners, SG Wealth Management is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether it's retirement planning, investment management, or estate planning, SG Wealth Management has the expertise and knowledge to help their clients navigate the complex world of finance.
Introduction to SG Wealth Management
SG Wealth Management is a financial services company based in Norwich, England. The company was founded with the goal of providing tailored financial planning services to clients. With over 20 years of experience in the industry, SG Wealth Management has built a reputation for being a reliable and trustworthy source of financial advice. What sets the company apart is their commitment to understanding each client's unique financial situation and goals.Services & Products
SG Wealth Management offers a wide range of financial planning services, including retirement planning, investment management, and estate planning. They work with clients to create personalized financial plans that align with their unique goals and circumstances. In addition to their planning services, they also offer a range of investment products, including stocks, bonds, and mutual funds.Location
SG Wealth Management is located in the heart of Norwich, a bustling city in eastern England. The area is home to a variety of businesses, from small independent shops to large international corporations. Visitors to the area can expect to experience a lively and diverse community with plenty to see and do. The company is conveniently located near several public transportation options, including the Norwich train station (0.5 miles), the Norwich bus station (0.3 miles), and the Norwich Airport (3.6 miles).Benefits
Customers should choose SG Wealth Management because of their commitment to providing personalized financial planning services. Unlike other firms in the industry, SG Wealth Management takes the time to understand each client's unique financial situation and goals. They offer a range of investment options and work with clients to create a customized plan that meets their needs. The company's experienced financial planners are dedicated to helping clients achieve their financial goals.Good to know
Customers should be aware that SG Wealth Management is a fee-only financial planning firm. This means that they do not receive commissions for selling investment products or recommending specific funds. Instead, they charge a flat fee for their services, which ensures that their advice is always in the best interest of their clients.Reviews
Customers have praised SG Wealth Management for their knowledgeable and experienced financial planners. Many clients have reported feeling confident in their financial future after working with the company. Overall, the company has received positive reviews for their personalized approach to financial planning and their commitment to helping clients achieve their financial goals.Amenities
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financial planning -
investment advice
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retirement planning
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insurance coverage
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wealth management
FAQ
What types of financial planning services do you offer?
At SG Wealth Management, we offer a range of financial planning services including retirement planning, investment management, estate planning, tax planning, and insurance planning. We work with our clients to create customized financial plans that meet their specific needs and goals.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning and work closely with each client to understand their unique financial situation and goals. Our team of experienced financial planners takes into account factors such as income, assets, liabilities, risk tolerance, and time horizon to create a customized plan that meets each client's individual needs.What are your fees and how are they structured?
Our fees are based on a percentage of assets under management and are structured to align our interests with those of our clients. We believe in transparent and fair pricing, and our fees are clearly outlined in our client agreements. We do not charge commissions or other hidden fees.What professional qualifications do your financial planners have?
All of our financial planners hold professional qualifications and are highly trained in the areas of financial planning, investment management, and wealth management. Many of our planners hold advanced degrees and certifications, such as the Certified Financial Planner (CFP) designation.Can you provide references or testimonials from satisfied clients?
We are proud to have many satisfied clients who have benefited from our financial planning services. We are happy to provide references or testimonials upon request, and we encourage potential clients to read our online reviews and ratings to get a sense of our track record of success.Reviews
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Christina Robinson
Positive: Professionalism, Responsiveness
27-05-2022
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A H
Positive: Professionalism, Responsiveness
27-05-2022
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Estelle Morris
As a company we have used SG Wealth Management for many years. They have always been extremely professional, providing an impeccable service and always taking time to listen to what we require and giving us the best advice. I would highly recommend.
27-05-2022
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David Dawson
Having been a client of SG for sixteen years, have always found them to be approachable, knowledgeable and friendly. Their investment advice has been sound and sensible without being trendy or avant garde. The bianual reports are mostly understandable and invariably received with interest, although I find some of the information contained therein, such as the incredibly closely separated multi-coloured graphs depicting the performance of top portfolio holdings, difficult to process. The advisor with whom I am most in contact, Stuart Sutton, is a credit to the firm, dealing with any queries arising from the bianual reports with characteristic professionalism, patience and good humour, and using simple financial language and a sound knowledge of the market. If he is not available when I endeavour to contact him he can always be relied upon to call back at the earliest opportunity.
27-05-2022
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Jane Parker
Positive: Professionalism
27-05-2022
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Simon Hodgkinson
Positive: Professionalism, Responsiveness
27-05-2022
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Peter Cockayne
Positive: Professionalism
27-05-2022
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A Peirson
27-05-2021
