SG Wealth Management Ltd’s Post

We are proud to support Norfolk charity Nansa - Norfolk and Norwich SEND Association by sponsoring one of the tables at their 70th Anniversary Gala Dinner on 2nd November. It's inspiring to see many other prestigious professional advisers, including Howes Percival, Birketts LLP, Larking Gowen, and Loveday & Partners, alongside 30 local businesses, joining in this celebration. We hope it is a memorable evening for everyone attending, with hopes of raising significant funds for Nansa's impactful work. To learn more about this wonderful local charity or enquire about tickets for the gala, visit Nansa's website 👇 https://bit.ly/4emESOD

We had a fantastic time at the Keeping Norfolk’s Legacy event last week! It was great to see so many professional advisers – lawyers, accountants, and financial planners – come together to discuss how we can all help preserve and grow Norfolk’s legacy through philanthropy and charitable giving. The insights shared were truly inspiring, especially around keeping charitable funds within Norfolk to support our local grassroots charities. Claire Cullens MBE reminded us of the significant impact we can make by guiding our clients in their philanthropic efforts - both in lifetime giving and legacy gifts. A huge thank you to Norfolk Community Foundation, Rogers & Norton Solicitors Limited, and all the brilliant panel members Cathy Hipper, Frances Kemp APFS and Henry Pettitt for such an engaging and thought-provoking session. By working together, we can make a real difference and ensure Norfolk remains the incredible community we all love. To everyone who attended, thank you for being part of these important conversations. We look forward to continuing this dialogue and helping you support your clients in making a lasting impact! If you'd like to support Norfolk Community Foundation and the incredible work they do for our county charities, do contact Sara Herschel-Shorland or Judy Dow. #NorfolkLegacy #CommunityGiving #WealthManagement #LocalImpact #CharitableGiving

With offices spanning two counties we are proud to support the Norfolk Community Foundation and Suffolk Community Foundation. If you are a professional adviser that shares our values, please do get in touch to explore ways we can help support these fabulous organisations and give the very best service to our clients.

The lastest issue of SG Wealth Management #VisionMagazine is fresh from the printers just in time for our event with Norfolk Community Foundation in association with Rogers & Norton Solicitors Limited 📖 We’re looking forward to an afternoon of networking and hearing panellist discussion about philanthropy and legacy giving! Grab your copy of Vision at the event, or you can read it on our website here 👇🏼 https://lnkd.in/e-VQG-3k

Life is full of surprises, and while we can't predict the future, we can plan for it. Building a reliable financial safety net is key to safeguarding your future—whether you're facing illness, injury, or unforeseen challenges. From buying your first home to planning for retirement, personal protection is essential for maintaining financial stability and shielding your lifestyle. Don't wait until it's too late—download our 𝗙𝗥𝗘𝗘 𝗴𝘂𝗶𝗱𝗲 on financial personal protection today and secure your peace of mind for whatever life throws your way. 🌟 📥 Get the guide here: https://bit.ly/3zvlSOy #PersonalProtection #FinancialSecurity

There is still time to register for 𝗞𝗲𝗲𝗽𝗶𝗻𝗴 𝗡𝗼𝗿𝗳𝗼𝗹𝗸’𝘀 𝗟𝗲𝗴𝗮𝗰𝘆: 𝗘𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹 𝗳𝗼𝗿 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗲𝗿𝘀 event which we’re co-hosting with Norfolk Community Foundation and Rogers & Norton Solicitors Limited 🗓️ : Thursday, 26th September ⏰ : 12:00 – 14:00 📍 : The Assembly House, Norwich. This event is tailored for 𝘴𝘰𝘭𝘪𝘤𝘪𝘵𝘰𝘳𝘴, 𝘐𝘍𝘈𝘴, 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘢𝘯𝘵𝘴, 𝘢𝘯𝘥 𝘰𝘵𝘩𝘦𝘳 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘦𝘳𝘴 working with clients on legacy giving. Gain key insights on: ✔️ The vital role of Norfolk Community Foundation and local charities ✔️ Keeping charitable funds within Norfolk ✔️ Unique legacy giving insights from industry experts We hope you will join us for this opportunity for learning and networking over a light lunch. 📅 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄 >> https://bit.ly/3TBTQYJ #LegacyGiving #NorfolkCharities #ProfessionalAdvisers #WealthManagement #NorfolkCommunityFoundation #NetworkingEvent

When people are given an unexpected day off, amazing things can happen! 😍   Yesterday, our teams across both offices enjoyed an official  #SGWMBankHol2024, and today, the smiles and stories have been pouring in.   From catching up on housework, clearing garages, gardening, and shopping trips, to beach date days, getting new tattoos, and even—drum roll—an engagement (congratulations Chris & Marta 💍💙)!   Giving our team a well-deserved break not only fosters a healthier workplace culture but also shows our appreciation for their hard work and dedication over the past year. It’s moments like these that strengthen our sense of community and remind us of the importance of balance and recognition. #happyteam #companyculture

We value our staff and so after hitting a few significant project milestones recently, we have closed the offices today, Wednesday 18th September, so that they may have a well deserved break! #SGWMBankHol2024

We are looking forward to co-hosting this event with Norfolk Community Foundation and Rogers & Norton Solicitors Limited on 26th September! If you are a lawyer, financial advisor, or accountant, we invite you to join us for a panel discussion on legacy giving with Frances Kemp APFS, Claire Cullens MBE, Judy Dow, Cathy Hipper and Henry Pettitt. Learn how you can make a lasting impact on the local community, support the causes that matter to you, and help create a better future for generations to come. Register now using this link >> https://lnkd.in/eiQ9VgRe