S.G. Holding & Partners specialises in giving expert friendly financial advice on life cover, pensions and investments to individuals, as well as a comprehensive range of services for companies.

The guidance you receive from us is wholly unbiased because we are independent and not affiliated to any institution that might influence us. We have been in the business long enough – 30 years, in fact – to be able to provide you with a concise, impartial summary of this complex area, and we keep fully abreast of all the latest market trends and products available.

S. G. Holding & Partners is small enough to provide you with the first class personal attention that we are so widely recognised for.  However, with six fully qualified advisers, we are large enough to provide expert advice on all aspects of financial planning.  We spend as much time as necessary with you to make sure you are entirely satisfied with your final choice.

The longevity of S.G. Holding & Partners is proof that our formula works. In fact, many of our current clients have been entrusting their money to us since we started out back in 1978. Now that’s a pretty high recommendation.

How we operate
We start by finding out about your aims and needs, before going on to conduct a thorough financial review with you. Everyone is at a different stage of life and has different expectations and requirements, so we need to establish yours first of all. While we are the experts, we look to you for guidance, so that you retain control of your own portfolio. It is up to you how involved you want to be on a daily basis.

After analysing your situation in detail, we compile a full report of our findings and conclusions, which we then review closely with you. The next stage is to present our considered recommendations to you and agree on the action to be taken. The final stage is the provision of a solution that meets your needs.

Please feel free to Contact us
for a no-obligation chat. We are here to help and look forward to talking to you.