SG Financial Services

Independent Financial Planners

SG Financial Services is a team of dedicated individuals who strive to be the best and do the best for the clients - regardless of their role. This has been something that was instilled from day one of SG Financial Services opening in 2015.

We have a collection of 9 diversely experienced independent financial planners who have advised thousands of clients to get them to where they are today. 

We very much believe that there is no 'one-size fits all' approach, and like to build a relationship with each client and their family to offer a holistic and completely bespoke solution for them. We also hold our initial consultations at our own expense and if there is nothing that we can help the individual with, we will tell them. 

SG Financial Services has built up relationships with a variety of different businesses that we like to work with and recommend to our clients should we see fit to do so. We will always discuss these with you if we feel they could benefit you and see what your thoughts are on this. We will never pass your details to these businesses without your prior consent.

Calculation

Our Priority is you

9

Independent Financial Planners

102

Combined Years of Experience

1,400+

Clients

99%

Satisfaction Rate

Our Core Values

We practice what we preach

Integrity

Honest and trustworthy planners who keep their clients informed from start to finish.

Accountability

Regulated by the FCA and up to date with all the requirements and rules set by them.

Knowledge

More than 100 years worth of experience and knowledge.

Commitment

Committed to provide the best possible advice to our clients.

Passion

Team of dedicated planners who strive to do the very best for their clients.

We Work With Some of the Very Best