Founded in 2001 by managing director Stephen Girling, chartered firm SG Wealth Management (SGWM) has been named as one of Citywire’s top 100 advisers seven times.

SGWM has offices in Norwich and Ipswich, with 35 employees serving private and business clients across East Anglia and beyond. It has discretionary investment permissions, which allows them to manage clients’ investments without needing to use a third party.

SGWM’s team of 11 wealth managers is supported by paraplanners and an experienced client services team. The company takes a holistic and bespoke approach with its clients, striving to understand their personal objectives and lifetime goals before providing a fully integrated financial plan, covering retirement income plans, investments, pensions, estate, tax and later-life planning.

SGWM has a robust corporate social responsibility policy focusing on societal, environmental and ethical principles. The company often runs staff wellbeing initiatives and supports the Norfolk & Suffolk Wildlife Trusts, Norwich Baroque and The Benjamin Foundation with donations, volunteering and publicity.

SGWM also sponsors a local landscape photographer, whose images are used on its website and literature, and the Ipswich Rugby Club.