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.
Whole-of-market access
You're not limited to a single bank or provider. We compare the entire global market to find the most suitable products for your needs.
Unbiased, personal advice
Independence means no sales targets, no tied products, and no hidden agendas — just recommendations based on what genuinely works for you.
Joined-up financial planning
We look at your full financial picture, so you get clear, practical guidance that connects all aspects into one joined-up plan giving you clarity today and confidence for the future.
Long term support and continuity
You get a consistent partner who understands your situation, reviews your plans over time, and helps you adapt as life changes.
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 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 we make.
Professionally accredited
Our advisers are members of the Chartered Insurance Institute and meet high standards of professionalism, integrity, and client care.
No bullshit guarantee
We give clear, honest guidance with no jargon, no fluff, and no hidden agendas.