Business Details
24 Years
experience
Trusted Chartered Financial Advisers in Norwich & Ipswich
Established in 2002, we are award-winning Chartered Financial Planners and one of the few firms in the region with Chartered status from the Chartered Insurance Institute. Our team of 37 professionals delivers comprehensive financial services to individuals and businesses across East Anglia from our Norwich and Ipswich offices. Recognised as one of the UK's Top 100 Advisers ten times by Citywire, we prioritise strong client relationships, impartial advice, and accountability. Our mission focuses on helping clients achieve long-term financial peace of mind through tailored strategies.We operate on a fee-based model, ensuring our recommendations remain independent of product sales commissions. Our expertise spans pension transfers, estate planning, tax optimisation, and business protection solutions. With a heritage of regulatory compliance and client-centric service, we maintain strong industry partnerships to deliver holistic financial guidance. Our team includes three dedicated pension transfer specialists and collaborates with legal and accounting professionals to address complex client needs.
Services
Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Investment Management
Later Life Care Planning
Workplace Pensions
Employee Benefits
Business Protection
Financial Wellbeing Education
Details
- Year established: 2002
Highlights and features
- Award-winning Chartered Financial Planners with 23 years' experience
- Fee-based advice model ensuring complete impartiality
- Three dedicated pension transfer specialists in-house
- Recognised in FT Advisers Top 100 Financial Advisers list
- Tailored solutions for complex international tax situations
Associations and certifications
- Chartered Insurance Institute
- Cyber Essentials
What people say
Excellent service
Impartial advice
Professional approach
Tailored solutions
Exceptional knowledge
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies to help clients achieve their financial goals. We assess your current financial position, future aspirations, and risk tolerance to develop long-term plans that adapt to life changes. With expertise in tax-efficient investments and pension consolidation, we help individuals and businesses make informed financial decisions.
Retirement Planning
Specialist retirement planning services help clients prepare for their post-work years. We offer pension transfer advice, income strategy development, and tax-efficient withdrawal planning. Our three dedicated pension specialists ensure clients maximise their retirement savings while complying with regulatory requirements. We help clients transition from accumulation to income generation phases.
Estate Planning
Our estate planning service focuses on preserving wealth for future generations. We advise on will creation, lasting power of attorney arrangements, and inheritance tax mitigation strategies. The service helps clients protect their assets while ensuring their wishes are fulfilled. We work with legal professionals to implement comprehensive estate solutions.
Workplace Pensions
We help businesses establish and manage workplace pension schemes that meet regulatory requirements while supporting employee financial wellbeing. Our services include scheme design, compliance support, and employee education. We work with employers to create competitive pension packages that aid talent retention and regulatory compliance.
Investment Management
Our investment management service creates diversified portfolios aligned with clients' financial goals and risk profiles. We offer ongoing portfolio monitoring and rebalancing services to maintain optimal asset allocation. The service focuses on long-term growth while managing market volatility. We provide transparent reporting and regular performance reviews to ensure investment strategies remain aligned with client objectives.
People
Mike Moore
Financial Planner
Experienced financial planner specialising in pension transfers and retirement income strategies. Provides tailored advice to help clients navigate complex financial decisions. Known for clear communication and client-focused approach.
David
Financial Planner
Specialist in early retirement planning and redundancy package management. Helps clients consolidate multiple pensions into cohesive financial strategies. Recognised for expertise in accelerating retirement timelines through strategic financial planning.
Josh Cushion
Marketing Manager
Newly appointed marketing manager responsible for developing client engagement strategies and enhancing digital communication channels. Brings fresh perspective to financial services marketing while maintaining regulatory compliance.
Lee Barrett
Financial Planner
Recent addition to the advisory team with focus on helping clients achieve financial security. Provides guidance on investment management and tax-efficient financial strategies. Committed to delivering clear, actionable financial advice.
Questions
What areas do you cover?
We serve clients across East Anglia from our Norwich and Ipswich offices, with clients throughout the UK.
Are you regulated?
Yes, we operate under the UK regulatory regime and are Chartered status holders with the Chartered Insurance Institute.
How are you paid?
We operate a fee-based model, charging directly for our services rather than receiving commissions from product sales.
What accreditations do you hold?
We hold Chartered Financial Planner status and Cyber Essentials accreditation for data security.
How do you handle complaints?
We aim to resolve complaints directly, with the Financial Ombudsman Service available for unresolved issues.
Do you offer corporate services?
Yes, we provide employee benefits, workplace pensions, and business protection solutions for companies.
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Reviews (4)
Estelle Morris
Nov 22, 2021
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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.
Peter Cockayne
Oct 17, 2021
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Positive:Professionalism
I have always greatly appreciated the advice and support of all the staff at SGW with my own personal pension planning and have no hesitation in recommending them to anyone for their understanding and professionalism as first class Financial Advisors
I have always greatly appreciated the advice and support of all the staff at SGW with my own personal pension planning and have no hesitation in recommending them to anyone for their understanding and professionalism as first class Financial Advisors
Simon Hodgkinson
Oct 17, 2021
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Positive:Professionalism,Responsiveness
I have been with SGWM for over 2 years. In that time I have developed a strong trust. They handle all my matters professionally and thei investment decisions have been good.
I have been with SGWM for over 2 years. In that time I have developed a strong trust. They handle all my matters professionally and thei investment decisions have been good.
David Dawson
Oct 14, 2021
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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
