S G Wealth Management Limited

Reference number: 196001

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When sgwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01603 760866 is
  • Who else gives the postcode NR3 3SA
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • SG Corporate Services Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04164888
Company status
Active
Company type
Private limited company
Incorporated
21 February 2001 (25 years old)
Registered office
53-57 St Martin's Lane, Norwich, Norfolk, NR3 3SA
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Charles Wood (Dr) Director Jan 1960 7 Mar 2014 25 other companies
Henry James Gaskin Director Feb 1977 14 Jan 2021 2 other companies
David John Tooley Director Aug 1977 27 Feb 2024 None
Frances Claire Kemp Director Mar 1981 27 Feb 2024 2 other companies

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
26
closed down
6
is FCA-registered
1

In the full report: all 26 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 2 companies these 4 directors run together
  • All 10 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Small company accountsAudited

Net assets

£1.50m

+36% from £1.10m

Cash at bank

£962k

−27% from £1.31m

Employees (average)

39

Same as 39

Owed within a year

£482k

+11% from £433k

No turnover or profit for the year to 30 June 2025: the accounts print them but do not tag them. The last tagged figures are £3.09m turnover and £443k profit, for the year to 30 June 2024.

Turnover and profit

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 04164888. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

S G Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (32)

2018

27 July 2018

  • Neil Shillito stopped being a part-owner
  • Sgw Group Holdings Limited took control (75–100% of shares)
  • Stephen Michael Girling stopped being a part-owner

Companies House

2016

6 April 2016

  • Neil Shillito became a part-owner (25–50% of shares)
  • Stephen Michael Girling became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

25 June 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

21 February 2001

  • Incorporated at Companies House

Companies House

In the full report: all 32 events

  • All 32 events in its history (10 shown here)
  • Every director appointment and resignation: 16
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Firms connected to S G Wealth Management

Other FCA-listed firms that share a director, phone number or address with S G Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
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Firms like S G Wealth Management

Other firms of the same type (pension transfer adviser), nearest first.

In Norwich

Robert Gerrard & Westbrook LimitedNorwichAuthorisedPFG Investments LtdNorwichAppointed representativePlanit Financial LimitedNorwichAppointed representativeRebecca CamilleriNorwichAppointed representativePremier Financial Group LimitedNorwichAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on S G Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 26 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 32 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is S G Wealth Management Limited FCA authorised?
Yes, S G Wealth Management Limited (FRN 196001) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.
What is S G Wealth Management’s phone number and website?
The FCA register lists the phone number 01603 760866 and the website sgwealthmanagement.co.uk for S G Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is S G Wealth Management a scam or clone?
S G Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with S G Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about S G Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns S G Wealth Management?
S G Wealth Management is owned by Sgw Group Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 27 July 2018. Before that, it was controlled by Mr Stephen Michael Girling and Mr Neil Shillito.
Who runs S G Wealth Management?
Companies House lists 4 directors of S G Wealth Management: Andrew Charles Wood (Dr), Henry James Gaskin, David John Tooley and Frances Claire Kemp.
How long has S G Wealth Management been in business?
The company was formed on 21 February 2001, and has held its current FCA authorisation since December 2001.
What do S G Wealth Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £1.50m (+36% from £1.10m) and cash at bank of £962k (−27% from £1.31m).
Does S G Wealth Management use any other names?
It trades as SG Corporate Services.

Sources and links

The full report on S G Wealth Management Limited

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