SG Wealth Management has not become complacent in the 20 years since it was founded. The firm’s client numbers have ballooned to 700 and assets under management hit £350m this year, a successful year that managing director Stephen Girling puts down to always doing the right thing for his clients.

Being a tech-savvy firm, SG has begun inbedding Intelliflo Planning as a core cashflow modelling tool within the business.

Although Girling and his team offer in-house portfolios, the firm also uses Liontrust’s multi-asset portfolios for some clients.

‍