About Us

SG Wealth Management has been acting on my behalf since 2017. I particularly value the fact that they get paid directly for the excellent service and advice they provide rather than being paid by commission simply for product sale. Their advice is impartial which is important.

Two years ago I starting to think about accessing my private pension. I found the information bewildering and meetings with other financial advisers provided little transparency. Then I met Mike Moore at SG Wealth Management. He was approachable, provided excellent information tailored to my specific needs and came up with a package that has suited me perfectly. I was so pleased with the service that I encouraged my husband to sign up to SGWM as well and he is also very satisfied – and he’s an accountant ! We had an added bonus the other week when Mike helped us with questions about our state pension and we left his office £2,500 better off !

I thought I should write to express my thanks for SG Wealth Management’s support and help through the years and in particular would like to express my thanks to Mike Moore for his kindness and financial advice during a stressful period.  It has been most reassuring to have Mike’s advice and very helpful direction.  I look forward to his continued financial support and to continued news of SG Wealth’s progress.

David has been managing our financial planning and our path to early retirement for the last three years, and his sterling work during this time has given us the confidence to now be able to make the decision to step away from our corporate careers and take the first step to retirement.  David has been a great support and has offered brilliant advice to make the most of a redundancy package, as well as consolidating many pensions and savings. His knowledge always astounds us and this has enabled us to fast-track our retirement plans which, had we not engaged the services of SGWM and David, would definitely not have happened.