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Welcome to Sigma Wealth Partners

Independent Financial advisers in Wolverhampton, Staffordshire
TESTIMONIALS

See What Our Clients Have to Say About Us

Based in Worcestershire

What were the circumstances that caused you to look for a financial adviser?

I had a number of pension polices that I wanted to consolidate into one policy, and to understand my current pension position.

How did Gary Singh help you?

He reviewed all my policies and recommended the options that were open to me.

Have you seen the outcome you were hoping for?

Yes, I have reduced my pension policies into two from about six, so I feel my pension contributions are under control, whereas before I didn't know what they were doing for me.

What could they have done better?

Garry is always professional, engaging, listens to me, and has given me great guidance.

Based in West Midlands

What were the circumstances that caused you to look for a financial adviser?

I was in my early 60's and about to seea reduced income because of the Covid - 19 shutdown of March 2020.

How did Gary Singh help you?

Gary Singh was prompt and visited my home within a week of my first contacting him. He was (is ) extremely professional and gathered all my personal cicumstance information explaining the need to do so, which was very easy to follow. He then tailored my financial package to fit my needs and ensure the maximum benefit for my requirements. Gary Singh was (is) a sincere, highly professional and a great gentleman who empathised with my needs and treated me with great respect and sympathy. My pension draw down was smooth and promt. All the paperwork was actioned with efficiency and he contacted me by sms to provide me with updates on the progress of my application for drawdown.

Have you seen the outcome you were hoping for?

Yes, My pension draw down was smooth and promt.

What could they have done better?

In my personal circumstances there could not have been an improvement in our dealings. Gary was the perfect gentleman and professional.

Based in Staffordshire

What were the circumstances that caused you to look for a financial adviser?

I wanted to consolidate a number of plans into one and having moved to a new location/area was looking for a more 'Local' adviser.

How did Gary Singh help you?

Gary was able to advise me on the most suitable route for me to take and the advice was clear, concise, and factual.

Have you seen the outcome you were hoping for?

Yes, and given the current climate of Covid-19, I am still seeing an outcome that is better than my own personal expectations.

What could they have done better?

I can't really fault Gary in any way, his advice is always concise and geared towards gaining the best outcome for me. Any significant changes are always discussed and explained so I am fully aware of what is happening with my finances and why.

Based in West Midlands

What were the circumstances that caused you to look for a financial adviser?

Due to banks low savings rates.

How did Gary Singh help you?

By doing an assessment that could help us in our current situation without taking too much risk.

Have you seen the outcome you were hoping for?

Initially not what we were expecting..but after 2 years our investment started to produce dividends

What could they have done better?

Nothing to be honest Garry was very truthful and informative and knowledgeable...

Based in Shropshire

What were the circumstances that caused you to look for a financial adviser?

I wanted to consolidate my pensions and invest

How did Gary Singh help you?

Gary worked with me to find the right pension vehicle and investment company.

Have you seen the outcome you were hoping for?

Yes. Things have progressed well despite the current economic situation.

What could they have done better?

I cannot think of anything that Gary could do above that which he has already done.

Reviews and Ratings for Financial adviser Gary Singh, Wolverhampton
FOR YOUR BENEFITS

Our Services

  • service

    Retirement Planning

    When you retire you still need food and shelter as an absolute minimum, but of course you will want to...

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  • service

    Wealth Management

    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against...

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  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money...

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  • service

    Taxation

    Most of us face being taxed on our income, our capital gains, and in some circumstances the...

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WELCOME TO SIGMA WEALTH PARTNERS

Independent Financial Advisers

Sigma Wealth Partners are independent financial advisers based in Wolverhampton, Staffordshire. Our trusted team provide independent advice on a range of financial services including wealth management, life assurance, taxation, savings and investments and pensions.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT US

    We meet together to discuss your personal circumstances and your current financial situation.

  • ANALYSIS

    Next, your situation is analysed with mathematical cash flow modelling using the latest technology and financial planning tools. This helps you to visualise your future and importantly what impact today’s decisions will have on your financial future.

  • REFLECT

    We then reflect on your most effective methods of achieving your goals. Considering such factors as tax allowances, investment options, future lifestyle needs and budgeting.  We prepare a detailed, personalised report which outlines your best options. We discuss this with you and agree on the most effective path to take on our journey together.

  • IMPLEMENT

    Now that we know what your aiming to do, why it’s important for you to achieve it and how best to go about the practicalities, we will implement your plans. All the paperwork will be done together and Morrison PWM will hold your hand throughout the process, removing any hassle and explaining things along the way.

  • ONGOING

    Your objectives, tax considerations, investment management and cash flow modelling analysis will endure behind the scenes. Your own Personalised Financial Portal will be created where you can see your financial plans and all associated accounts and files in one place. We will maintain regular contact and ensure you are apprised of financial, tax and regulatory change that may affect your long-term plans. While there are many ongoing points of contact, we will in addition meet face to face every 6 months for additional peace of mind and reassurance.