Thank you very much for your time, insight, and experience in introducing me to the possibilities. 

A HUGE THANK YOU for all the time and effort you have put into transferring our pensions over to Aegon - a company that invests in far greener/ more sustainable & ethical companies and funds. We know this has been a huge amount of work (and hassle) to deliver this project.

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.

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.

I have been with SG Wealth Management since 2009.  During this time I have had ‘good’ and ‘not so good’ financial market days but, overall, our long term retirement portfolio performance goals have been achieved – allowing my wife and I to enjoy the retirement we were hoping for.  The most important thing about being with SGWM is the reassurance that I am looked after by what I think of now as being less a team of independent financial advisers and more like a family friend.  Not only do SGWM advise what to do with our pension pot investments, they also help on matters such as Lasting Power of Attorney (Financial and Health), Family Will, Inheritance Tax, Health Insurance, Long Term Care Insurance for my wife’s mother needs and Taxes.  As I am not UK domiciled my tax affairs can be a bit complicated to say the least!  I know the financial market will rise and fall and, while SGWM doesn’t have a financial crystal ball to see what the market will do tomorrow, they help us ride the ups and downs with a portfolio that better matches our long term retirement goals in a personalised, independent way.