The value of financial advice
Wherever you are in life, the right guidance helps you stay in control of your money and your future. We work with you to define your goals, make smart use of tax opportunities, and give you confidence through both planned milestones and unexpected life events.
How we can help you
1/ Advice tailored to you
2/ Planning for every part of your financial life
3 / Independent, unbiased recommendations
Services
As independent financial advisers, we put your needs first and offer expert, qualified advice across all major financial planning areas.
Mortgages
Estate planning
Equity release
Savings & Investments
Protection
Wills & LPAs
Retirement
Cashflow
Long term care
About us
For over 20 years, SG Finance has been providing clear, independent, whole of market advice to individuals and families who want long term confidence in their planning.
Many clients stay with us for years, often introducing friends and relatives because they trust the consistency, clarity and continuity of our guidance.
Our process
Get to know you
A free initial chat to understand where you are now and where you would like to be.
Get it done
The grunt work is on us - we take care of the admin to make the process go smoothly.
Make a plan
Offer our recommendations based on your needs, our knowledge and what is available on the market.
Stay on track
Make sure you are set up for success and can take advantage of any new opportunities.
Fair, transparent fees, agreed up front
Our fees are clear and agreed upfront, giving you complete confidence in the value of the advice you receive.
Directly FCA authorised
We’re required to act in your best interests, provide clear and transparent advice, and justify every recommendation.
Professionally accredited
We are members of the Chartered Insurance Institute and meet high standards of professionalism, integrity, and client care.
Independent advice
Independence means no tied products or hidden agendas, just recommendations based on what genuinely works for you.