The firm currently advises approximately 250 private clients from across the UK, supporting high-net-worth individuals, entrepreneurial families, landed estates and international asset holders with complex wealth structures.
While many firms have retreated from probate and high-complexity private client work, SGD has strengthened its investment in this space.
Its probate licence is a clear demonstration of the practice’s long-term commitment to delivering specialist support, providing a true “cradle to grave” service for clients.
SGD’s approach is deliberately personal, offering in-person advisory meetings wherever possible and a dedicated account manager for each client.
This allows the team to get underneath the surface of who the client is, learning their motivations, family dynamics, long-term aspirations and how they prefer matters to be handled.
With private client work frequently intersecting with bereavement and family complexity, this kind of understanding helps build trust and puts people more at ease.
Paul Spencer, Director at SGD, said, “We were over the moon to hear that we had been shortlisted for not one, but two Tolley’s this year.
“We know how prestigious these awards are, so I’m sure these nominations will go a long way in raising our profile across the region and in the accountancy sector.
“None of this would have been possible without the incredible individuals that make up the SGD team and the clients that put their trust in us year after year.
“The Outstanding Client Service Award is a brand-new category for this year, so we’re incredibly proud to feature on the very first shortlist for this one. We’ll be keeping our fingers crossed for the awards ceremony in May.”
