Whether you need help with retirement income plans, investments, estate, tax, or later life care planning, you’ve probably come to us because you need guidance.

With so many different types of financial products out there it can be confusing, but the starting point is a ‘joined-up’ financial plan. Your circumstances are unique. We believe in long-term relationships so, instead of looking at isolated aspects of your finances, we'll create a long-term plan with you to meet your current needs and future goals.

We'll continue to adjust this throughout your lifetime as required when different life events or changing needs occur. Some years your plans may require less adjustment and other years they may require more - we will always work with you accordingly.

Our experienced team of advisers is based in Norwich and Ipswich, includes three pension transfer specialists, and is supported by financial planning experts. Together, we'll ensure we understand your circumstances, needs, and goals then provide you with a bespoke plan that aims to meet your own specific objectives as efficiently as possible. We can work closely with your accountancy and legal advisers too.

Our goal is to help you achieve financial peace of mind - for life.

You can find out more about our services here:

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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.

Miss F - Norfolk

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.

Mr D – Essex

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.

Mr & Mrs I – Norwich, Norfolk

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 !

Ms J – Norfolk

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.

Ms B – Norfolk

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.

Mr D & Mrs K – Warwickshire

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