Perhaps you need independent advice with your pension, investments, retirement, later life, tax or inheritance plans. Or maybe you're a business owner or manager seeking guidance on employee benefits, workplace pensions or business protection. Either way, you've come to the right place.
As award-winning Chartered Financial Planners, we provide high quality financial planning to our individual and business clients from our offices in Norwich and Ipswich.Voted consistently as one of the Top 100 UK advice firms, we have the expertise, knowledge, heritage and 'industry gold-standard' accreditation to provide you with financial peace of mind - for life.
As award-winning Chartered Financial Planners, we provide high quality financial planning to our individual and business clients from our offices in Norwich and Ipswich.Voted consistently as one of the Top 100 UK advice firms, we have the expertise, knowledge, heritage and 'industry gold-standard' accreditation to provide you with financial peace of mind - for life.
Services
Now in our 20th year, we're award-winning Chartered Financial Planners and one of the very few firms in the region with Chartered status - the coveted gold standard for Independent Financial Advisers, awarded by the Chartered Insurance Institute (CII). Our team of 34 provide highly professional financial services to individual and business clients throughout East Anglia.
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.
Financial Planning isn't just about savings or investing or 'stand alone' products such as a pension. It's about building a relationship with you to understand not only your current financial situation, but also your goals and aims for the future. Here's how we work with you to create a unique plan which gives you financial peace of mind - for life.
Pension savings are a key part of any financial plan and a fundamental part of ensuring a comfortable retirement, although today Retirement Planning means much more than just pensions! There are various ways to use your pension fund and other assets to provide you with an ongoing income upon retirement, so it's important to have an effective plan in place to access the income you'll need, from the most tax-efficient source.
Contemplating a time when you're no longer here can be uncomfortable, but estate planning is an important part of any financial strategy and early planning can make a significant financial difference to those you leave behind. Transferring all you've accumulated, protected and worked hard for to those who matter to you is a key consideration as you grow older, and there are many options to pass it on in the most efficient way.
Reviews (4)
Estelle Morris
Nov 22, 2021
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Peter Cockayne
Oct 17, 2021
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Simon Hodgkinson
Oct 17, 2021
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David Dawson
Oct 14, 2021
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Having been a client of SG for sixteen years, have always found them to be approachable, knowledgeable and friendly. Their investment advice has been sound and sensible without being trendy or avant garde. The bianual reports are mostly understandable and invariably received with interest, although I find some of the information contained therein, such as the incredibly closely separated multi-coloured graphs depicting the performance of top portfolio holdings, difficult to process.
The advisor with whom I am most in contact, Stuart Sutton, is a credit to the firm, dealing with any queries arising
The advisor with whom I am most in contact, Stuart Sutton, is a credit to the firm, dealing with any queries arising
