Joel has been incredibly helpful in providing financial advice to me over the course of a couple of years. His general financial knowledge and expertise is fantastic and he instantly makes you feel at ease by explaining things simply and without unnecessary jargon. I didn’t feel pressured when speaking to Joel about investments and he was happy to have an initial consultation free of charge which is always useful for someone new to investing to build an understanding before making a commitment.  I also found the general service offering of SG Wealth Management to be broad and comprehensive. Thank you again to Joel and I would highly recommend him to anyone looking for financial advice!

A huge thank you to Mike Moore for the conversation I had with him today regarding pensions. He is professional, unselfish, patient, articulate and well informed.  I would most certainly recommend him or SGWM to anyone requiring wealth management services.

Making financial arrangements for the future has always been a task that particularly worried, as well as distressed, one of us.   However, over a decade ago Linda Kent entered our lives and magically everything changed. Very quickly, expertly, and with minimum fuss she organised our finances and made them look, if not enthralling, at least comprehensible and interesting.  Linda has been planning and looking after our investments for over ten years, making us aware of their risks, watching tirelessly over their performance and patiently explaining their advantages and pitfalls. She was instrumental in the setting up our Trusts, in helping to reorganise our Wills and finally in prompting us “relatively early in our lives”, to consider and prepare Powers of Attorney.   Linda has always been able to find time to see us or answer our questions, even when she was on vacation, and to react swiftly when the occasion demanded a rapid decision. We have learned to admire her patience, reliability, punctuality greatly and, perhaps above all, equanimity and sense of humour in situations that might test even a saintly person!  She has also been instrumental in organising the finances of a friend of ours who was very impressed by Linda’s ability to discover that she possessed resources of which she was quite unaware.  We find Linda Kent to be one of those unusual people who makes one feel that she truly cares for the well-being of others.

From my first meeting with Katie Jones her service has been spot on. She produced the most detailed and professional Personal Financial Report I have ever received outlining the reasons I should transfer from my existing pension arrangements. When I had a time issue where I needed to have the lump sum transfer money through to me to meet a deadline, she chased the companies every day, keeping me informed as she did so. The money duly arrived in time.  Believe me there are times when I have been at the other end of the spectrum, service wise!! So to receive attention to my requirements like this was very refreshing.

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.

Linda Kent has managed my financial affairs for many years. I always feel reassured by her friendly, informal approach. Whilst the regular bi-annual updates are clear and well presented, it is more important to me to know that I can speak to her whenever I need to do so.  I don’t want ‘a voice on the telephone’ so it pleases me to meet the person handling my portfolio and to feel comfortable when discussing issues of concern or when there are questions to be addressed.  I have recommended Linda to many friends and feel pleased that some are benefiting from her experience.