SRG Financial– Straightforward, Reliable Guidance to help you manage your money.
That’s what we do. What’s more interesting about SRG are our clients. Let us tell you a bit about them first, then you can read about how we conduct our business further down the page. Or you can click on "About Us" to find out more about us if you’re really keen!
Our clients have the freedom to enjoy life without worrying about money. They don’t all drive flashy cars or have second homes in Bermuda but you’ll know how to spot them - they have a quiet confidence that the money they have worked hard to amass, is now working for them, to afford them a better lifestyle now and in the future. That means they can choose how many days they want to work, how many holidays they’d like to take, whether they can afford the flashy car without fear of running out of money, without a second thought of jeopardising future plans.
Some of the key questions our clients have needed answered are…..
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How will I know when I can afford to stop working and still have enough to enjoy life?
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It’s time for some ‘me time’ – I’ve always been cautious but can I spend what I like now?
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How to avoid leaving the burden of huge tax liabilities for my family?
And here’s how having a clear Money Road Map makes them feel…
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Getting clarity of on all my affairs has been life changing. I can now even say ‘no’ to the odd customer so that I have more quality time to myself.
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I’m no millionaire, but knowing I’ve got enough to enjoy my retirement is a real relief.
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It’s great to be able to help my kids out now when they need it, before I’m not around anymore.
This is where we get great satisfaction in knowing that a client has left our office confident to enjoy life to the full, without worrying about money.
So, if you’d like to be that confident in your own financial affairs
and
you have £70k or more in investments, savings and pensions gathered which you’re ready to discuss openly with us then we’d love to hear from you.
At SRG, our job is to ensure you know where you stand today and tomorrow. We’ve been doing this for over 18 years - giving straightforward, reliable guidance, and getting great satisfaction in doing so.
Here’s some of that detail we promised earlier about how we do business.
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After a confidential, frank discussion we can help you get a clear picture of what your money allows you to do now.
- Then we can discuss what you’d really like to be free to do and set up your Money Road Map to help get you there, by helping you to manage your affairs in the most efficient way.
We understand the value of the money you have earned and we like to keep our processes simple and our language jargon free. So if you think we’re the type of people you’d like to help you take care of your money then please call us on 028 2564 0919
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123
www.financial-ombudsman.org.uk