SG Wealth Management in FT Adviser’s Top 100

We’re thrilled to announce that SG Wealth Management has been included in the Citywire New Model Adviser Top 100 for 2024! This prestigious list celebrates the very best in professional financial planning, and we’re incredibly proud to be part of it once again.

This year has been both challenging and rewarding for our team. Last December, we faced the unexpected and heartbreaking loss of our founder and managing director, Stephen Girling. His vision continues to guide us as we move forward under the leadership of Henry Gaskin and the board.

Since then, we’ve been working hard to build on our strong foundations and embrace opportunities for growth. We’ve partnered with leading investment firms and are in the process of transforming our services to deliver even better support to our clients. By the end of 2024, these changes will bring enhanced service levels, ensuring our clients’ needs always come first.

Raising Standards for Our Clients

The introduction of Consumer Duty has been a key focus for us this year. This new regulation inspired us to:

• Review our fees to make sure they are clear and fair.
• Appoint a Consumer Duty Champion to ensure we continue to put clients at the heart of everything we do.
• Provide comprehensive training for our team to keep us all aligned with best practices.

These steps help us deliver even greater value and transparency to our clients.

Thank you

This recognition is a reflection of the dedication and hard work of our amazing team. We’re also deeply grateful to our clients for their trust and support as we continue to grow and improve.

Being part of the Top 100 is more than an accolade—it’s a reminder of why we do what we do: helping individuals and businesses achieve their financial goals with confidence and peace of mind.

Don't hesitate to get in touch with our team to learn more about our approach and how we can support your financial needs.