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01902 843456

 

 

Welcome to Sigma Wealth Limited
Independent Financial Advisers in Codsall, Staffordshire

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.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01902 843456 or complete our short enquiry form and we'll be pleased to help you.

GENERAL ENQUIRY FORM

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Client Testimonials

  • Thank you for your reassurance during these difficult Coronavirus times. It’s so comforting to be able to speak to someone and receive regular updates from regarding our investments. We have total confidence in the investments you manage for us and we look forward to seeing you soon when life returns to some kind of normality.

    Andrew M

  • Pensions are now so complex I can’t even begin to understand my retirement options. Mark has been on hand to explain things in plain English and has worked with us to protect my family over a number of years. He is always available and happy to answer any of my questions.

    Andy S

  • The reason I have stayed with my adviser for a number of years is that I can ring him and ask for his advice. I’ve always found Mark’s advice is honest and he has always got time to explain things.

    Paul P

  • What a relief we appointed Sigma Wealth Limited to look after Mum’s finances all those years ago. To say her affairs were complex is an understatement and we are so grateful for all your help and advice. Whilst Mum is no longer with us, we look forward to working with you to manage our affairs over the years to come. Once again, thanks a million for all your help.

    John and Gail G
Sigma Wealth Limited, The House by the Square, 10-12 Wood Road, Codsall, Staffordshire, WV8 1DE