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VerifiedFinancial Services· Founded 2001

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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Employees32(11 to 50)Founded year2001Websitesgwealthmanagement.co.ukLinkedIn profileLinkedIn

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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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

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