SDG Wealth Management Limited
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About Us
Our Company
Bio
- Company Bio
- Steve Griffiths
- Michelle Turner
- Matthew Turner
- Sam Waterson
SDG Wealth Management Ltd is a local company with a number of experienced Financial Advisers situated across Essex & Suffolk. As a partner of M&G Advice, they have over 85 years of combined experienced in the financial services industry. SDG Wealth Management Ltd helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.
Quite simply, SDG Wealth Advice Ltd provides sound, personal and expert advice.
Steve is a Director of SDG Wealth Management Ltd and a fully qualified Financial Adviser, with a Diploma in Financial Planning. He started his financial career when he was 18 years old.
With over 45 years’ experience in providing advice on pensions, investments and protection, Steve has found that whilst his clients share similar concerns, they all need individual solutions to meet their needs.
Many of Steve's clients have been with him from the start of his career. These lifelong relationships are testament to Steve’s high standards and attention to detail.
In his spare time Steve is a fitness fanatic and he has a keen interest in sport in general.
Michelle is a Director of SDG Wealth Management Ltd and experienced Financial Adviser holding a Diploma in Financial Planning and over 18 years in the financial industry.
After five successful years as a financial adviser with Prudential Financial Planning, Michelle was delighted to establish a financial advice business, SDG Wealth Limited with Steve Griffiths, as a partner of M&G Advice.
In her spare time, Michelle enjoys spending time with her husband Matt and their two children Ethan and Imogen.
Matthew is an experienced Financial Adviser with over 20 years experience in the industry. After previously working within Prudential Financial Planning he was delighted to be invited to join the SDG Wealth team.
In his spare time, Matthew enjoys fitness and spending time with his family.
Sam is the newest addition to the SDG Wealth Management Ltd team, completing a diploma in regulated financial planning with the M&G Advice Academy, and complemented by extensive on-the-job training tailored to align with the M&G Advice proposition.
In his spare time, Sam is an avid fitness and sports enthusiast, embracing an active lifestyle. He also stays abreast of current affairs, finds joy in listening to music, and seizes every opportunity to explore new places.
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SDG Wealth Management Limited is an appointed representative of M&G Advice Partners Limited. M&G Advice Partners Limited is authorised and regulated by the Financial Conduct Authority. M&G Advice Partners Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.