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Norwich financial advisors SG Wealth Management relaunch website


Norwich financial advisors SG Wealth Management ( have relaunched their corporate website, offering a wealth of new information for clients, details of financial advice services and financial performance data.

One of the key themes of the site is SG’s unique business model. For SG is a firm of financial advisors in Norwich – with a difference. Unlike most financial advisors, SG offers its financial advice on a fee basis, rather than taking commission for recommending products from particular providers.

The firm was founded in 2001, when such an approach was very unusual for financial advisors, Norwich-based and otherwise. ‘People in the industry looked at us as though we were mad,’ recalls Director Neil Shillito, who co-founded SG with Stephen Girling. ‘Slowly, the industry has accepted the changes.’

Since then, the Norwich financial advisors have built up their clientele largely through word of mouth and networking. The updated site signals a desire to find more business online, as Neil explains. ‘Very few financial advisors have truly harnessed the power of the web to connect with new clients,’ he says. ‘We want to be a pioneer in this area, just as we were with fees.’

In 2001, financial advisors were dealing with the aftermath of the dot-com bubble. More recently, SG’s expertise has helped Norwich financial advice clients to withstand the financial chaos of the credit crunch and the resulting market turbulence. Performance graphs on the new website show how SG clients have been able to outperform the market, albeit with some ups and downs, and preserve their capital even in the toughest times.

SG’s services include wealth management, investment management, financial planning and inheritance tax planning. ‘We offer genuinely impartial financial advice,’ says Neil. ‘Our clients choose us because of our exemplary service, expert advice and truly client-centred approach.’

Based in Norwich, financial advisors SG tend to work with customers who have relatively large portfolios – typically, with a value of over £500,000. They include individuals as well as companies, trusts and charities. The firm has a staff of qualified and experienced financial advisors, all based at its offices in Norwich’s city centre.


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