02825 640919 | nigel@srgfinancial.com

Our Service

At SRG Financial Management, we focus on the provision of comprehensive financial planning, creating a complete wealth management solution, not components in isolation.

The chart shown illustrates the many services that are available to you through your SRG Financial Management Adviser.

SRG Financial Management also offer four levels of ongoing client service, which are tailored to your needs.

The four levels of service available are:

  • Transactional Service
  • Foundation Service
  • Executive Service
  • Platinum Service

The details of these "Progress Meetings" services, the exact level of service and the cost of them, will be discussed at your first meeting.

SRG Financial Management offers clients a choice of payment routes consisting of either fees, commission or a combination of both.

SRG Comprehensive Advice

UK News

Being harassed has become 'normal' - and it's time for the government to act, a group of MPs say.
The judge said the contempt of court case was too complex and needed further consideration.
Slump in sales sparks move by department store chain, which will continue to sell Blu-ray players.
Koshka Duff says she was stripped naked, manhandled and humiliated by a group of police officers.
Health data shows a lower proportion of women have been having the test when they should.