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S.G. Holding & Partners

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S.G. Holding & Partners

Key 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

Overview:

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.

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.

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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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