SGM FINANCIAL MANAGEMENT

• 70221 - Financial management

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... Financial Advice from Independent Financial Advisers (IFA) providing information and advice on your personal financial planning in Lincoln

Also known as: SGM Financial Management Limited, SGM FINANCIAL MANAGEMENT LTD

Registration numbers: 13242982 (CH)

Primary location: LINCOLN UNITED KINGDOM