SG Wealth Management Ltd Company Profile, Contacts & Intelligence

Financial ServicesUnited Kingdom33 employeesFounded 2001
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
33
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts

SG Wealth Management Ltd Overview

Award-winning Chartered Financial Planners, founded in 2001. SG Wealth Management was 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. With offices in Norwich and Ipswich, our 37-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.

Headquarters
United Kingdom
Website
www.sgwealthmanagement.co.uk
Industry
Financial Services
Founded
2001
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Pensions Workplace pensions Employee benefits Financial planning Retirement planning Estate Planning Later Life Care Planning Business Protection Chartered Financial Planning Inheritance Tax Planning Corporate Services Financial Wellbeing & Education

SG Wealth Management Ltd Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.

SG Wealth Management Ltd People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

E
Emma Fisher
Administrator at Sg Wealth Management Ltd
C
Chris Adams 📈Financial Planning for Life 📊
Helping People in Norfolk, Essex & Suffolk with Personalised Financial Planning 💼 - Experience and Expertise from a Trusted Company to Help You
F
Frances Kemp Fpfs
Director of Business Services - on a Mission to Change the Face of Financial Services
S
Stephen Girling
Owner, Sg Wealth Management
E

SG Wealth Management Ltd Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
2
Executive
1
Director
1

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