The Team

Robert is the founder and a director of SRG Financial Management Ltd, which he founded in 1997. He has developed the business based on an ethos of providing high quality, technically accurate advice underpinned by the highest level of professional qualifications, plus excellent customer service.

This commitment to ongoing professional education has resulted in Robert achieving the following qualifications:

1) Chartered Financial Planner. This is awarded by the Chartered Insurance Institute and is the equivalent of a first degree.

2) Investment Management Certification. This is awarded by the Chartered Financial Analysts Society of the UK.

3) Society of Trust & Estate Practitioner (STEP). STEP members are involved at all levels in the planning, creation and management of trusts and estates. Full members of STEP are, by definition, the most experienced and senior practitioners in the field of trusts and estates.

Nigel is a passionate and dedicated financial planner committed to helping you achieve your financial aspirations. With nearly three decades of experience in the financial services, he has honed his skills in providing personalised financial advice and crafting comprehensive strategies to guide clients towards financial success.

Nigel's journey into the world of financial planning began with a desire to make a positive impact on people's lives. Over the years, he has worked with a diverse range of clients, from young professionals just starting out to retirees looking to secure their future. Each client has taught him something new and enriched his understanding of financial management.

He believes that financial planning is not just about numbers; it's about understanding your dreams, goals, and values. His approach is holistic, taking into account your unique situation and aspirations to create a tailored plan that aligns with your life. He is committed to building lasting relationships based on trust, transparency, and mutual respect.

With almost a decade in financial services, Mark brings extensive experience and a client-focused approach to financial planning. He specialises in advising business owners, helping them maximise their business potential and maintain control over their financial futures. Mark believes taking the time to understand what you want out of life leads to better financial decisions, helping you navigate complex financial matters with confidence.

He is a strong advocate that life insurance and other forms of protection are a crucial part of financial planning and finds great satisfaction in working with young families, much like his own, guiding them through the financial implications of ill health or death during life's busiest and most vulnerable stages.

Mark emphasises education and transparency, ensuring clients feel informed and empowered to make sound financial decisions. Whether planning for your retirement, going through life changes, or protecting your family, Mark is committed to delivering tailored strategies that align with both immediate needs and long-term aspirations.

Ewan has been a key member of our Client Support Team for a few years, assisting our clients over the phone and ensuring seamless communication between advisers, clients, and various providers.

His commitment to professional growth has led him to successfully complete multiple industry examinations in financial planning. This, alongside his personal interest has helping him develop a great depth of knowledge in financial planning.

Ewan is often one of the first voices and faces you'll encounter, ensuring a smooth and professional experience for all our clients, making working with us both easy and enjoyable.

Sam is another important member of our Client Support Team. He is the newest face in our office and has swiftly grasped his role and already has a great understanding of how our business runs and how to help deliver great outcomes for our clients.

Sam consistently delivers excellent service to our clients, thanks to his diligence and professionalism.

He’s the other friendly voice you’ll hear when you call us, and Sam has enjoyed meeting and getting to know our clients in person.