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.
UK News
Angela van den Bogerd says she was not trying to "suppress" Horizon remote access.
What impact will Labour's pledge to nationalise the railways have?
The world's largest economy grew less than expected but rising inflation may delay a rate cut.
Tata's chief executive says plans to keep one blast furnace open in Port Talbot are not viable.
Nearly 90% of business now comes from its stores, the retailer says, as it reports a rise in food sales.