Welcome to SGM Financial Management Ltd.  We are Independent Financial Advisers in Lincolnshire, but with national reach.

We ensure that your financial planning needs are addressed in a highly professional manner, using our industry experience, technical expertise and with the benefit of our very competitive charging structure.

Financial planning starts with you, the client, and us working together to discuss your current position and where you would like to be in the future: your objectives. We have established connections with leading national software, compliance and investment companies and will use these tools to assist in putting together a financial plan for you, which will deliver your objectives.

To ensure that your financial plan remains appropriate, we have a comprehensive review service and will meet with our clients face-to-face on at least an annual basis. This provides an opportunity to review valuations and any changes to your personal circumstances.

The first step is to arrange an initial meeting. This meeting is always free of charge and gives you the opportunity to review our services and to decide whether you wish to engage with us going forward. There is nothing to lose here and the first meeting normally proves to be invaluable.

We are based in Lincolnshire but operate nationally so, wherever you are based, please get in touch on 01522 844142 or complete our short enquiry form. We look forward to working with you.

 

 

 

 

 

Call us today on

01522 844142

or complete our short enquiry form
and we'll be pleased to help you.

SGM Financial Management Ltd, 8 Hale Close, Lincoln, Lincolnshire

SGM Financial Management Limited is authorised and regulated by the FCA, FRN 948167.

Registered office address: 8 Hale Close, Lincoln, Lincolnshire, United Kingdom, LN2 4TZ

Registered in England and Wales under reference 13242982

The Financial Conduct Authority does not regulate tax advice

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. 

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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