SG Wealth Management
Financial Services • 
Norwich, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 53-57, St Martin's Lane, Norwich, NR3 3SA, GB |
| Phone number | +441473255948 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Pensions, Business Protection, Retirement Planning, Corporate Services, Inheritance Tax Planning, Estate Planning, Financial Planning, Employee Benefits, Workplace Pensions, Chartered Financial Planning, Later Life Care Planning, Financial Wellbeing & Education |
| Founded | 2001 |
| Employees | 21-50 |
| Socials |
Key Contacts at SG Wealth Management
Frances Kemp
Director Of Business Services
Stephen Girling
Owner
SG Wealth Management Email Formats
SG Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@sgwealthmanagement.co.uk), used 61.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@sgwealthmanagement.co.uk | 61.1% |
{first name}.{last name} | john.doe@sgwealthmanagement.co.uk | 27.8% |
{first initial} | j@sgwealthmanagement.co.uk | 11.1% |
About SG Wealth Management
Award-winning Chartered Financial Planners, founded in 2001. SG Wealth Management was the first financial services company in the UK to provide high-quality wealth management and financial services to individuals, trusts, charities and companies exclusively on a fee basis. With offices in Norwich and Ipswich, our 37-strong team of experienced professionals have a huge array of in-depth knowledge and expertise. None of our remuneration comes from the broking of financial products or investments, ensuring our advice is completely impartial, and our business is built on the ethos that our clients’ best interests are - and always will be - central to everything we do. Our approach incorporates our key values - impartiality, accountability, and trust - and our exemplary service is based on a genuine partnership between the adviser and client. We value this relationship above all else, nurture it with every decision made, and are dedicated to delivering the best possible financial planning and investment management services for our clients across Norfolk and Suffolk. SG Wealth Management - providing financial peace of mind for life.
SG Wealth Management revenue & valuation
| Annual revenue | $4,334,368 |
| Revenue per employee | $128,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
SG Wealth Management has 17 employees across 5 departments.
Departments
Number of employees
Funding Data
SG Wealth Management has never raised funding before.
SG Wealth Management Tech Stack
Discover the technologies and tools that power SG Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Security
Programming languages
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Analytics
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Tag managers
Brazil
Belgium
Latvia
United States
Mexico
United Arab Emirates
Taiwan, Province of China
New ZealandFrequently asked questions
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