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SG Wealth Management Ltd

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SG Wealth Management Ltd

Award-winning highly professional Chartered financial planning & investment management firm based in Norwich and Ipswich

Making your money work harder for you with genuinely impartial financial advice and professional investment.

25/08/2026

Our Managing Director, Henry Gaskin, was featured by Citywire today.

In the article, Henry reflects on the legacy of SGWM founder Stephen Girling, discusses our management buyout, and shares perspectives on the evolution of our investment approach.

He also touches on the launch of our new charitable funds through our partnerships with Norfolk Community Foundation and Suffolk Community Foundation.

Read the full article:

13/08/2026

Harry Ward (Chartered Financial Planner) features in the August edition of Norfolk Magazine, with his article: ‘Business exit planning'. Within his piece, Harry outlines several considerations for those selling businesses.

For many business owners, the sale of their company represents both a significant financial milestone and a deeply personal transition.

While achieving a successful sale is important, the decisions made before and after the transaction will ultimately determine whether the proceeds deliver long-term financial security in retirement.

Selling a business isn’t just a transaction but rather a life event that requires integrated financial planning. Our team can help you implement suitable strategies early, to ensure that the proceeds of your lifetime’s work translate into a secure and fulfilling retirement.

Get in touch to begin your financial advice journey today: [email protected]

06/08/2026

When you think about your future, how far ahead do you plan?

With life expectancy on the rise, many people can expect to spend 20 or even 30 years in retirement. This extended period requires careful financial planning to maintain a high quality of life throughout.

Being proactive now can make all the difference. The choices you make today, whether in early retirement or even before, can profoundly shape your quality of life in the years ahead.

Read our guide to find out more.

https://s3.eu-west-2.amazonaws.com/netmatters-cockpit-assets-production/sgwealthmanagement/2026/05/12/6a030aeda7cb0guide-to-financial-planning-for-a-longer-retirement-singles.pdf

30/07/2026

25 years of SG Wealth Management.

We're proud to be celebrating a significant milestone this year, marking a quarter-century of growth, trust, and shared success.

Over this period, we've built lasting relationships whilst helping individuals, families and businesses to meet their goals. We’ve been reflecting on this journey and, to commemorate, have updated our timeline display to reflect our history.

As we look ahead, we're excited to build on our successes while remaining committed to the personal service, expert advice and long-term relationships that have defined SG Wealth Management from the very beginning.

Thank you to our team for their ongoing commitment and hard work, and to our clients and professional partners for their continued trust.

https://s3.eu-west-2.amazonaws.com/netmatters-cockpit-assets-production/sgwealthmanagement/2026/07/29/6a6a2e872ad39SGWM-25th-anniversary-timeline-display.pdf

23/07/2026

How would you cope in the event of an unexpected illness?

It’s not uncommon to overlook the potentially devastating financial implications of a loss of income due to a critical illness – but it’s dangerous.

A prolonged or complete loss income can turn an already difficult situation into an overwhelming financial crisis, impacting both you and your dependants.

Critical Illness Cover is a form of personal insurance protection that provides a lifeline when circumstances change unexpectedly, offering crucial financial support exactly when you and your family need it most.

If you could be vulnerable financially in the event of long-term sickness and you’re concerned about your family’s financial security, Critical Illness Cover could be worth considering.

For more information and to learn about your options, read our guide via the link below.

https://s3.eu-west-2.amazonaws.com/netmatters-cockpit-assets-production/sgwealthmanagement/2026/05/12/6a030aeb96466guide-to-critical-illness-2026-singles.pdf

15/07/2026

Harry Ward (Chartered Financial Planner) features in the July edition of Norfolk Magazine, with his article: ‘Managing inheritance'.

Receiving an inheritance can be accompanied by a sense of duty and pressure. Inherited assets, whether property, savings, or investments, represent years of hard work and family legacy.

Making the right decisions requires you to balance emotion, practicality, and long-term financial planning.

Within his piece, Harry covers several important considerations for those benefiting from an inheritance.

Get in touch to begin your financial advice journey today: [email protected]

07/07/2026

We were pleased to sponsor the Norfolk Community Foundation's summer celebration last weekend.

Hosted at Bylaugh Hall, the event brought people together to celebrate and reflect on the positive impact the Foundation and its supporters continue to make across Norfolk, while showcasing how support for local charities helps our communities thrive.

It was an enjoyable and relaxing occasion in a wonderful setting. Thank you to the Norfolk Community Foundation team for hosting such a memorable occasion.

We look forward to continuing our support of the Foundation and the incredible work it does throughout our region.

02/07/2026

We're delighted to have recently welcomed James Lewis to our team!

James is a financial planner with a passion for helping individuals and families make informed financial decisions. Combining technical knowledge with a client-focused approach, he aims to provide clear, practical guidance tailored to each client's unique circumstances and goals.

Outside of work, James enjoys participating in a range of sports, including running, karate, and tennis.

Find out more about James: https://www.sgwealthmanagement.co.uk/about-us/meet-the-team/James%20Lewis

30/06/2026

A few more moments from our recent 25th anniversary celebrations in Norfolk and Suffolk.

It was wonderful to mark this milestone with so many of our valued clients and professional partners. Thank you again to everyone who attended. We’re incredibly grateful for your continued trust and support.

24/06/2026

Have you read the latest issue of Vision?

In this special edition, we celebrate SG Wealth Management’s 25th anniversary and reflect on changes within our industry, our history, and consider what the future looks like for our business.

25 years of progress, partnership and purpose | Henry Gaskin
The changing face of financial planning | David Tooley
Building a culture that secures the future | Frances Kemp
Celebrating long service | Penny Ellis
What lies ahead for employee benefits | Ryan Oates
SGWM in the community
Anniversaries offer a useful moment to pause | Andy Wood OBE

Read the issue to find out more.

https://www.sgwealthmanagement.co.uk/news/vision-magazine-spring-2026

Address

53-57 St Martin's Lane
Norwich
NR33SA

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441603760866

Website

http://www.sgwealthmanagement.co.uk/

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