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

Tributes are paid to the "much-loved" and "talented officer" who was killed in a London custody centre.
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Two of Wales' biggest cities are included, with 1.5 million people in total now affected.
The ban comes in at midnight after a rise in Covid-19 cases, Health Secretary Matt Hancock confirms.
People in Stockport, Wigan and Blackpool will no longer be able to mix with other households in homes or gardens.