SG Holding & Partners - Financial Advisers SG Holding Logo
Telephone 0151 339 8181 • Facsimile 0151 347 1791 • 232 Chester Road, Little Sutton, Ellesmere Port, Cheshire CH66 3RF
Advising Partner: W Dalling • Advising Consultants: A G Anderson, T Buckle, G R Taylor, L M Batty, R J Patterson
Authorised and Regulated by the Financial Services Authority. An acorn in the palm of a hand
Our core strengths:
30 year track record
More than £60 million worth of assets under review - as at August 2008
Professional and approachable offering a Bespoke and specialist service
Independent advice
Trustworthy and reliable
Tailor-made portfolios

At S.G. Holding & Partners, we are highly specialised independent financial advisers and planners. We offer advice on the whole spectrum of investment vehicles, aiming to build a portfolio to meet your needs. Whether it’s retirement planning, death and critical illness cover, or health insurance and medical expenses cover, S.G. Holding & Partners is a leader in these areas.

History
S.G. Holding & Partners was founded in 1978 in Little Sutton by Sid Holding, initially advising on fire, accident and motor cover, as well as life, pensions and investments. In 1987, the fire, accident and motor part of the business was sold to enable the firm to concentrate fully on life, pensions and investments services. We still follow the same philosophy today, taking great care not to dilute our focus.

Transparent fees
We offer the option of paying for our services by way of traditional fees or by commission, or a combination of the two. Your options will be discussed in depth at our initial meeting, for which there is no charge.

Your relationship with us
At S.G. Holding & Partners, our main attribute is our people. Our partners, associates and staff share a common ability to build and maintain strong relationships with our clients. We have attracted a team of experienced top professionals who are dedicated, friendly and able to filter out the jargon. Many of our clients have been with us for 30 years, so we must doing something right.

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Independent Financial Adviser Yesterday, today and tomorrow - Celebrating 30 years of providing advice on pensions, investments and mortgages Established 1978