Sg Wealth Management Ltd
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.
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Verified contacts
29
available on Kipplo
LinkedIn employees
32
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
1
tools in use
Monthly traffic
8
organic / mo
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Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- SS
Sue Sturman
Support Pod Team Leader · General Business & Management
EmailPhone - AM
Andrew Morley
Wealth Manager · Finance & Accounting
EmailPhone - BW
Bex Welthy
Independent Financial Planner · Finance & Accounting
EmailPhone - HW
Harry Ward
Chartered Financial Planner · Finance & Accounting
EmailPhone - RO
Ryan Oates
Corporate Services Manager · Operations
EmailPhone - SS
Susan Steel
Wealth Manager · Finance & Accounting
EmailPhone - AG
Asher Girling
Client Services Administrator · Customer/Client Service
EmailPhone - DR
Darby Reeve
Corporate Services Trainee Adviser · General Business & Management
EmailPhone - DM
Douglas Muir
Senior Paraplanner · Finance & Accounting
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Sg Wealth Management Ltd
20 distinct titles indexed · top 10 shown.
- 5wealth manager
- 2senior paraplanner
- 1chartered financial planner
- 1client ambassador
- 1client services administrator
- 1client services supervisor
- 1client services support
- 1consultant
- 1corporate services manager
- 1corporate services trainee adviser
- +10more titles
Sign up to unlock all 29 contacts at Sg Wealth Management Ltd
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